Provence Wealth Management Group Spdr Series Tr Spdr S&P Divide Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Provence Wealth Management Group holds 3,404 shares of SDY stock, worth $458,518. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,404
Previous 3,404
-0.0%
Holding current value
$458,518
Previous $391,000
8.7%
% of portfolio
0.23%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding SDY
# of Institutions
1,320Shares Held
71.4MCall Options Held
48.3KPut Options Held
39.7K-
Bank Of America Corp Charlotte, NC7.54MShares$1.02 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.87MShares$655 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.01MShares$406 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.76MShares$372 Million0.15% of portfolio
-
Joel Isaacson & Co., LLC2.56MShares$345 Million15.96% of portfolio