Holistic Financial Partners Spdr Series Tr Spdr S&P Divide Transaction History
Holistic Financial Partners
- $197 Million
- Q4 2024
A detailed history of Holistic Financial Partners transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Holistic Financial Partners holds 4,159 shares of SDY stock, worth $575,148. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,159
Previous 4,170
0.26%
Holding current value
$575,148
Previous $592,000
7.26%
% of portfolio
0.28%
Previous 0.29%
Shares
25 transactions
Others Institutions Holding SDY
# of Institutions
1,312Shares Held
73.3MCall Options Held
42.1KPut Options Held
37.4K-
Bank Of America Corp Charlotte, NC7.72MShares$1.07 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.79MShares$662 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.01MShares$416 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.86MShares$396 Million0.16% of portfolio
-
Joel Isaacson & Co., LLC2.52MShares$348 Million15.22% of portfolio