Caliber Wealth Management, LLC / Ks Spdr Series Tr Spdr S&P Divide Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 2,047 shares of SDY stock, worth $268,238. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,047Holding current value
$268,238% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SDY
# of Institutions
1,317Shares Held
72.2MCall Options Held
42.1KPut Options Held
37.4K-
Bank Of America Corp Charlotte, NC7.72MShares$1.01 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.79MShares$627 Million0.05% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.01MShares$394 Million0.15% of portfolio
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Lpl Financial LLC Fort Mill, SC2.76MShares$362 Million0.15% of portfolio
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Joel Isaacson & Co., LLC2.56MShares$335 Million15.96% of portfolio