Cliftonlarsonallen Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.35 Billion
- Q1 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 66,447 shares of SDY stock, worth $8.63 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
66,447
Previous 76,683
13.35%
Holding current value
$8.63 Million
Previous $10.1 Million
11.91%
% of portfolio
0.17%
Previous 0.2%
Shares
30 transactions
Others Institutions Holding SDY
# of Institutions
1,322Shares Held
73.2MCall Options Held
42.1KPut Options Held
37.4K-
Bank Of America Corp Charlotte, NC7.72MShares$1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.79MShares$622 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.01MShares$391 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.86MShares$372 Million0.16% of portfolio
-
Joel Isaacson & Co., LLC2.52MShares$327 Million15.22% of portfolio