Rfg Bristol Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Rfg Bristol Wealth Advisors, LLC
- $298 Billion
- Q1 2025
A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 2,119 shares of SDY stock, worth $283,818. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,119
Previous 1,864
13.68%
Holding current value
$283,818
Previous $246 Million
16.81%
% of portfolio
0.1%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SDY
# of Institutions
1,320Shares Held
71.4MCall Options Held
48.3KPut Options Held
39.7K-
Bank Of America Corp Charlotte, NC7.54MShares$1.01 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.87MShares$652 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.01MShares$404 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.76MShares$370 Million0.15% of portfolio
-
Joel Isaacson & Co., LLC2.56MShares$343 Million15.96% of portfolio