Concentric Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding SDY
# of Institutions
1,321Shares Held
71.4MCall Options Held
48.3KPut Options Held
39.7K-
Bank Of America Corp Charlotte, NC7.54MShares$1.02 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.87MShares$655 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.01MShares$406 Million0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC2.76MShares$372 Million0.15% of portfolio
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Joel Isaacson & Co., LLC2.56MShares$345 Million15.96% of portfolio