Clear Perspectives Financial Planning, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 59,084 shares of SDY stock, worth $7.89 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
59,084
Previous 60,575
2.46%
Holding current value
$7.89 Million
Previous $7.58 Million
3.55%
% of portfolio
4.1%
Previous 4.03%
Shares
6 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