Precedent Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 62,965 shares of SDY stock, worth $8.41 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
62,965
Previous 60,427
4.2%
Holding current value
$8.41 Million
Previous $7.69 Billion
16.38%
% of portfolio
2.95%
Previous 3.09%
Shares
4 transactions
Others Institutions Holding SDY
# of Institutions
1,264Shares Held
68.8MCall Options Held
51KPut Options Held
46.5K-
Bank Of America Corp Charlotte, NC7.69MShares$1.03 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.69MShares$626 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.8MShares$374 Million0.18% of portfolio
-
Joel Isaacson & Co., LLC2.46MShares$329 Million16.92% of portfolio
-
Royal Bank Of Canada Toronto, A62.42MShares$323 Million0.07% of portfolio