Financial Synergies Wealth Advisors, Inc. Spdr Series Tr Spdr S&P Divide Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 1,500 shares of SDY stock, worth $211,320. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,500Holding current value
$211,320% of portfolio
0.03%Shares
6 transactions
Others Institutions Holding SDY
# of Institutions
1,200Shares Held
68.9MCall Options Held
43.4KPut Options Held
18.2K-
Bank Of America Corp Charlotte, NC7.83MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.66MShares$656 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.94MShares$414 Million0.19% of portfolio
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Joel Isaacson & Co., LLC2.43MShares$343 Million16.32% of portfolio
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Royal Bank Of Canada Toronto, A62.41MShares$340 Million0.07% of portfolio