Compass Ion Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Compass Ion Advisors, LLC
- $781 Million
- Q1 2025
A detailed history of Compass Ion Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 9,482 shares of SDY stock, worth $1.23 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,482
Previous 9,438
0.47%
Holding current value
$1.23 Million
Previous $1.25 Million
3.21%
% of portfolio
0.16%
Previous 0.16%
Shares
21 transactions
Others Institutions Holding SDY
# of Institutions
1,319Shares 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., LLC2.56MShares$332 Million15.96% of portfolio