Shared Vision Wealth Group LLC Spdr Series Tr Spdr S&P Divide Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 2,653 shares of SDY stock, worth $377,548. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,653
Previous 2,653
-0.0%
Holding current value
$377,548
Previous $337 Million
11.68%
% of portfolio
0.2%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding SDY
# of Institutions
1,264Shares Held
68.7MCall Options Held
51KPut Options Held
46.5K-
Bank Of America Corp Charlotte, NC7.69MShares$1.09 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.69MShares$668 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.8MShares$399 Million0.18% of portfolio
-
Joel Isaacson & Co., LLC2.46MShares$350 Million16.92% of portfolio
-
Royal Bank Of Canada Toronto, A62.42MShares$344 Million0.07% of portfolio