Org Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Org Wealth Partners, LLC

$301 Billion
Q3 2024

A detailed history of Org Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Org Wealth Partners, LLC holds 105 shares of SDY stock, worth $14,969. This represents 0.0% of its overall portfolio holdings.

Number of Shares

105

Holding current value

$14,969

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$125.95 - $142.04 $13,224 - $14,914	105 New	105 $14.9 Million

Others Institutions Holding SDY

# of Institutions

1,209

Shares Held

68.8M

Call Options Held

43.4K

Put Options Held

18.2K

Bank Of America Corp Charlotte, NC

7.83M
Shares

$1.12 Billion
0.09% of portfolio
Morgan Stanley New York, NY

4.66M
Shares

$664 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

2.94M
Shares

$419 Million
0.19% of portfolio
Joel Isaacson & Co., LLC

2.43M
Shares

$347 Million
16.32% of portfolio
Royal Bank Of Canada Toronto, A6

2.41M
Shares

$344 Million
0.07% of portfolio

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

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Org Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History