Org Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Org Wealth Partners, LLC
- $233 Million
- Q2 2025
A detailed history of Org Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Org Wealth Partners, LLC holds 3,641 shares of SDY stock, worth $512,070. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,641
Previous 3,651
0.27%
Holding current value
$512,070
Previous $495,000
0.2%
% of portfolio
0.21%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding SDY
# of Institutions
1,341Shares Held
71.1MCall Options Held
77.7KPut Options Held
26.9K-
Bank Of America Corp Charlotte, NC7.4MShares$1.04 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.77MShares$671 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.13MShares$441 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.01MShares$423 Million0.14% of portfolio
-
Joel Isaacson & Co., LLC2.64MShares$372 Million15.04% of portfolio