Balboa Wealth Partners Spdr Series Tr Spdr S&P Divide Transaction History
Balboa Wealth Partners
- $310 Million
- Q1 2024
A detailed history of Balboa Wealth Partners transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Balboa Wealth Partners holds 1,715 shares of SDY stock, worth $230,976. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,715Holding current value
$230,976% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SDY
# of Institutions
1,192Shares Held
69.7MCall Options Held
99.8KPut Options Held
17.5K-
Bank Of America Corp Charlotte, NC8.05MShares$1.08 Billion0.1% of portfolio
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Morgan Stanley New York, NY4.78MShares$644 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC2.95MShares$397 Million0.21% of portfolio
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Royal Bank Of Canada Toronto, A62.5MShares$337 Million0.08% of portfolio
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Joel Isaacson & Co., LLC2.43MShares$327 Million16.32% of portfolio