Sar Wealth Management Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Sar Wealth Management Group, LLC
- $111 Billion
- Q1 2024
A detailed history of Sar Wealth Management Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 98,670 shares of SDY stock, worth $12.5 Million. This represents 11.7% of its overall portfolio holdings.
Number of Shares
98,670
Previous 98,147
0.53%
Holding current value
$12.5 Million
Previous $12.3 Billion
5.58%
% of portfolio
11.7%
Previous 12.38%
Shares
2 transactions
Others Institutions Holding SDY
# of Institutions
1,197Shares Held
70.3MCall Options Held
99.8KPut Options Held
17.5K-
Bank Of America Corp Charlotte, NC8.05MShares$1.02 Billion0.1% of portfolio
-
Morgan Stanley New York, NY4.78MShares$605 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.95MShares$373 Million0.21% of portfolio
-
Royal Bank Of Canada Toronto, A62.5MShares$317 Million0.08% of portfolio
-
Joel Isaacson & Co., LLC2.39MShares$302 Million17.23% of portfolio