Compass Planning Associates Inc Spdr Series Tr Spdr S&P Divide Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
A detailed history of Compass Planning Associates Inc transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Compass Planning Associates Inc holds 31 shares of SDY stock, worth $4,141. This represents 0.0% of its overall portfolio holdings.
Number of Shares
31Holding current value
$4,141% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SDY
# of Institutions
1,288Shares Held
72.2MCall Options Held
51KPut Options Held
46K-
Bank Of America Corp Charlotte, NC7.69MShares$1.03 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.69MShares$627 Million0.05% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.01MShares$402 Million0.15% of portfolio
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Lpl Financial LLC Fort Mill, SC2.8MShares$374 Million0.18% of portfolio
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Joel Isaacson & Co., LLC2.52MShares$336 Million15.22% of portfolio