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 $440,579. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,404
Previous 3,404
-0.0%
Holding current value
$440,579
Previous $391,000
8.7%
% of portfolio
0.23%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding SDY
# of Institutions
1,322Shares Held
73.2MCall Options Held
42.1KPut Options Held
37.4K-
Bank Of America Corp Charlotte, NC7.72MShares$999 Million0.09% of portfolio
-
Morgan Stanley New York, NY4.79MShares$620 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.01MShares$390 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.86MShares$370 Million0.16% of portfolio
-
Joel Isaacson & Co., LLC2.52MShares$326 Million15.22% of portfolio