Balboa Wealth Partners Spdr Series Tr Spdr S&P Divide Transaction History
Balboa Wealth Partners
- $310 Million
- Q1 2024
A detailed history of Balboa Wealth Partners transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Balboa Wealth Partners holds 1,715 shares of SDY stock, worth $218,593. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,715Holding current value
$218,593% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SDY
# of Institutions
1,200Shares Held
70.2MCall Options Held
99.8KPut Options Held
17.5K-
Bank Of America Corp Charlotte, NC8.05MShares$1.03 Billion0.1% of portfolio
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Morgan Stanley New York, NY4.78MShares$610 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC2.95MShares$375 Million0.21% of portfolio
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Royal Bank Of Canada Toronto, A62.5MShares$319 Million0.08% of portfolio
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Joel Isaacson & Co., LLC2.39MShares$304 Million17.23% of portfolio