Precedent Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
- Q3 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 78,673 shares of SDY stock, worth $11 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
78,673
Previous 76,372
3.01%
Holding current value
$11 Million
Previous $10.4 Billion
6.29%
% of portfolio
2.43%
Previous 2.54%
Shares
8 transactions
Others Institutions Holding SDY
# of Institutions
1,338Shares Held
71MCall Options Held
77.7KPut Options Held
26.9K-
Bank Of America Corp Charlotte, NC7.4MShares$1.03 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.77MShares$665 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.13MShares$437 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.01MShares$419 Million0.14% of portfolio
-
Joel Isaacson & Co., LLC2.64MShares$368 Million15.04% of portfolio