Cliftonlarsonallen Wealth Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.33 Billion
- Q3 2024
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 76,679 shares of SDY stock, worth $11 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
76,679
Previous 61,988
23.7%
Holding current value
$11 Million
Previous $7.88 Million
38.16%
% of portfolio
0.25%
Previous 0.17%
Shares
28 transactions
Others Institutions Holding SDY
# of Institutions
1,215Shares Held
68.7MCall Options Held
43.4KPut Options Held
18.2K-
Bank Of America Corp Charlotte, NC7.83MShares$1.13 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.66MShares$669 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.94MShares$422 Million0.19% of portfolio
-
Joel Isaacson & Co., LLC2.43MShares$349 Million16.32% of portfolio
-
Royal Bank Of Canada Toronto, A62.41MShares$347 Million0.07% of portfolio