New Insight Wealth Advisors Spdr Series Tr Spdr S&P Divide Transaction History
New Insight Wealth Advisors
- $170 Billion
- Q2 2024
A detailed history of New Insight Wealth Advisors transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, New Insight Wealth Advisors holds 1,892 shares of SDY stock, worth $267,661. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,892
Previous 1,894
0.11%
Holding current value
$267,661
Previous $249 Million
3.2%
% of portfolio
0.14%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding SDY
# of Institutions
1,199Shares Held
68.9MCall Options Held
43.4KPut Options Held
18.2K-
Bank Of America Corp Charlotte, NC7.83MShares$1.11 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.66MShares$659 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.94MShares$416 Million0.19% of portfolio
-
Joel Isaacson & Co., LLC2.43MShares$344 Million16.32% of portfolio
-
Royal Bank Of Canada Toronto, A62.41MShares$341 Million0.07% of portfolio