Worth Asset Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Worth Asset Management, LLC
- $172 Million
- Q3 2024
A detailed history of Worth Asset Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Worth Asset Management, LLC holds 1,819 shares of SDY stock, worth $258,861. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,819
Previous 1,819
-0.0%
Holding current value
$258,861
Previous $231,000
11.69%
% of portfolio
0.15%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SDY
# of Institutions
1,265Shares Held
68.8MCall Options Held
51KPut Options Held
46.5K-
Bank Of America Corp Charlotte, NC7.69MShares$1.09 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.69MShares$668 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.8MShares$399 Million0.18% of portfolio
-
Joel Isaacson & Co., LLC2.46MShares$350 Million16.92% of portfolio
-
Royal Bank Of Canada Toronto, A62.42MShares$344 Million0.07% of portfolio