Wescott Financial Advisory Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 7,375 shares of SDY stock, worth $978,515. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,375
Previous 7,341
0.46%
Holding current value
$978,515
Previous $933,000
12.22%
% of portfolio
0.13%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding SDY
# of Institutions
1,264Shares Held
68.8MCall Options Held
51KPut Options Held
46.5K-
Bank Of America Corp Charlotte, NC7.69MShares$1.02 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.69MShares$622 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.8MShares$372 Million0.18% of portfolio
-
Joel Isaacson & Co., LLC2.46MShares$327 Million16.92% of portfolio
-
Royal Bank Of Canada Toronto, A62.42MShares$321 Million0.07% of portfolio