Walkner Condon Financial Advisors LLC Spdr Series Tr Spdr S&P Divide Transaction History
Walkner Condon Financial Advisors LLC
- $480 Million
- Q4 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 4,070 shares of SDY stock, worth $562,840. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,070
Previous 4,070
-0.0%
Holding current value
$562,840
Previous $578,000
7.09%
% of portfolio
0.11%
Previous 0.12%
Shares
9 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$1.07 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.79MShares$662 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.01MShares$416 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.86MShares$396 Million0.16% of portfolio
-
Joel Isaacson & Co., LLC2.52MShares$348 Million15.22% of portfolio