Paradigm, Strategies In Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Paradigm, Strategies In Wealth Management, LLC

$153 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 30, 2021	SELL	$118.74 - $127.47 $8,905 - $9,560	-75 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$104.47 - $119.79 $7,835 - $8,984	75 New	75 $9,000

Others Institutions Holding SDY

# of Institutions

1,265

Shares Held

68.8M

Call Options Held

51K

Put Options Held

46.5K

Bank Of America Corp Charlotte, NC

7.69M
Shares

$1.07 Billion
0.09% of portfolio
Morgan Stanley New York, NY

4.69M
Shares

$652 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

2.8M
Shares

$390 Million
0.18% of portfolio
Joel Isaacson & Co., LLC

2.46M
Shares

$342 Million
16.92% of portfolio
Royal Bank Of Canada Toronto, A6

2.42M
Shares

$336 Million
0.07% of portfolio

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About SPDR SERIES TR SPDR S&P DIVIDE

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