Vertex Planning Partners, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
A detailed history of Vertex Planning Partners, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,397 shares of SDY stock, worth $313,335. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,397
Previous 2,397
-0.0%
Holding current value
$313,335
Previous $305 Million
11.68%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding SDY
# of Institutions
1,263Shares Held
68.8MCall Options Held
51KPut Options Held
46.5K-
Bank Of America Corp Charlotte, NC7.69MShares$1.01 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.69MShares$613 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.8MShares$366 Million0.18% of portfolio
-
Joel Isaacson & Co., LLC2.46MShares$322 Million16.92% of portfolio
-
Royal Bank Of Canada Toronto, A62.42MShares$316 Million0.07% of portfolio