Capstone Wealth Management Group, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Capstone Wealth Management Group, LLC
- $170 Million
- Q3 2024
A detailed history of Capstone Wealth Management Group, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 36,713 shares of SDY stock, worth $4.9 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
36,713
Previous 36,568
0.4%
Holding current value
$4.9 Million
Previous $4.65 Million
12.13%
% of portfolio
3.07%
Previous 3.02%
Shares
12 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$1.03 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.69MShares$626 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.8MShares$374 Million0.18% of portfolio
-
Joel Isaacson & Co., LLC2.46MShares$329 Million16.92% of portfolio
-
Royal Bank Of Canada Toronto, A62.42MShares$323 Million0.07% of portfolio