Private Ocean, LLC Spdr S&P Global Dividend ETF Transaction History

Private Ocean, LLC

$1.08 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 21, 2023	BUY	$56.08 - $60.37 $448 - $482	8 Added 1.81%	449 $25,000
Q1 2023 Apr 20, 2023	BUY	$56.73 - $62.68 $25,017 - $27,641	441 New	441 $26,000

Others Institutions Holding WDIV

# of Institutions

75

Shares Held

1.55M

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

327K
Shares

$21.9 Million
0.21% of portfolio
Bank Of America Corp Charlotte, NC

113K
Shares

$7.54 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

107K
Shares

$7.16 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

93.2K
Shares

$6.24 Million
0.0% of portfolio
Intercontinental Wealth Advisors, LLC

88.4K
Shares

$5.92 Million
1.22% of portfolio

About SPDR S&P GLOBAL DIVIDEND ETF

Ticker WDIV
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