Ridgecrest Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Ridgecrest Wealth Partners, LLC
- $183 Million
- Q4 2024
A detailed history of Ridgecrest Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 2,724 shares of SDY stock, worth $371,934. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,724
Previous 2,724
-0.0%
Holding current value
$371,934
Previous $386,000
6.99%
% of portfolio
0.2%
Previous 0.2%
Shares
6 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$1.05 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.79MShares$654 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.01MShares$411 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.86MShares$391 Million0.16% of portfolio
-
Joel Isaacson & Co., LLC2.52MShares$344 Million15.22% of portfolio