Regent Peak Wealth Advisors LLC Spdr Series Tr Spdr S&P Divide Transaction History
Regent Peak Wealth Advisors LLC
- $428 Million
- Q1 2025
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 97,187 shares of SDY stock, worth $12.6 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
97,187
Previous 105,005
7.45%
Holding current value
$12.6 Million
Previous $13.9 Million
5.91%
% of portfolio
3.05%
Previous 3.09%
Shares
22 transactions
Others Institutions Holding SDY
# of Institutions
1,319Shares Held
73.2MCall Options Held
42.1KPut Options Held
37.4K-
Bank Of America Corp Charlotte, NC7.72MShares$1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.79MShares$622 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.01MShares$391 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.86MShares$372 Million0.16% of portfolio
-
Joel Isaacson & Co., LLC2.56MShares$332 Million15.96% of portfolio