Regent Peak Wealth Advisors LLC Spdr Series Tr Spdr S&P Divide Transaction History
Regent Peak Wealth Advisors LLC
- $449 Million
- Q4 2024
A detailed history of Regent Peak Wealth Advisors LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 105,005 shares of SDY stock, worth $14.5 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
105,005
Previous 105,005
-0.0%
Holding current value
$14.5 Million
Previous $13.9 Million
-0.0%
% of portfolio
3.09%
Previous 3.09%
Shares
21 transactions
Others Institutions Holding SDY
# of Institutions
1,312Shares Held
73.3MCall Options Held
42.1KPut Options Held
37.4K-
Bank Of America Corp Charlotte, NC7.72MShares$1.07 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.79MShares$662 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.01MShares$416 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.86MShares$396 Million0.16% of portfolio
-
Joel Isaacson & Co., LLC2.52MShares$348 Million15.22% of portfolio