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 $477,683. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,404
Previous 3,404
-0.0%
Holding current value
$477,683
Previous $391,000
8.7%
% of portfolio
0.23%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding SDY
# of Institutions
1,200Shares Held
68.9MCall Options Held
43.4KPut Options Held
18.2K-
Bank Of America Corp Charlotte, NC7.83MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.66MShares$654 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.94MShares$413 Million0.19% of portfolio
-
Joel Isaacson & Co., LLC2.43MShares$341 Million16.32% of portfolio
-
Royal Bank Of Canada Toronto, A62.41MShares$339 Million0.07% of portfolio