Shared Vision Wealth Group LLC Spdr Series Tr Spdr S&P Divide Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 2,653 shares of SDY stock, worth $365,371. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,653
Previous 2,653
-0.0%
Holding current value
$365,371
Previous $348 Million
3.09%
% of portfolio
0.2%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding SDY
# of Institutions
1,200Shares Held
68.9MCall Options Held
43.4KPut Options Held
18.2K-
Bank Of America Corp Charlotte, NC7.83MShares$1.08 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.66MShares$642 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.94MShares$405 Million0.19% of portfolio
-
Joel Isaacson & Co., LLC2.43MShares$335 Million16.32% of portfolio
-
Royal Bank Of Canada Toronto, A62.41MShares$332 Million0.07% of portfolio