Monterey Private Wealth, Inc. Spdr Series Tr Spdr S&P Divide Transaction History
Monterey Private Wealth, Inc.
- $267 Million
- Q2 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 1,738 shares of SDY stock, worth $243,893. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,738
Previous 1,885
7.8%
Holding current value
$243,893
Previous $247,000
10.53%
% of portfolio
0.08%
Previous 0.1%
Shares
16 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$654 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.94MShares$413 Million0.19% of portfolio
-
Joel Isaacson & Co., LLC2.43MShares$341 Million16.32% of portfolio
-
Royal Bank Of Canada Toronto, A62.41MShares$339 Million0.07% of portfolio