Well Done, LLC Spdr S&P Global Dividend ETF Transaction History

Well Done, LLC

$544 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	N/A	-3,567 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	3,567 New	3,567 $242,000

Others Institutions Holding WDIV

# of Institutions

76

Shares Held

1.46M

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

333K
Shares

$22.1 Million
0.23% of portfolio
Bank Of America Corp Charlotte, NC

117K
Shares

$7.76 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

101K
Shares

$6.71 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

93.3K
Shares

$6.17 Million
0.0% of portfolio
Intercontinental Wealth Advisors, LLC

88.4K
Shares

$5.85 Million
1.22% of portfolio

About SPDR S&P GLOBAL DIVIDEND ETF

Ticker WDIV
Sector ETFs
Industry ETFs

More about WDIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Well Done, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Well Done, LLC with notifications on news.