Summit Wealth Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 1,502 shares of SDY stock, worth $209,709. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,502Holding current value
$209,709% of portfolio
0.04%Shares
6 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$1.07 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.69MShares$655 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC2.8MShares$391 Million0.18% of portfolio
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Joel Isaacson & Co., LLC2.46MShares$344 Million16.92% of portfolio
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Royal Bank Of Canada Toronto, A62.42MShares$338 Million0.07% of portfolio