Essential Planning, Llc. Spdr Series Tr Spdr S&P Divide Transaction History
Essential Planning, Llc.
- $15 Billion
- Q4 2024
A detailed history of Essential Planning, Llc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Essential Planning, Llc. holds 19,448 shares of SDY stock, worth $2.6 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,448Holding current value
$2.6 Million% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SDY
# of Institutions
1,307Shares Held
72.5MCall Options Held
51KPut Options Held
46K-
Bank Of America Corp Charlotte, NC7.69MShares$1.03 Billion0.09% of portfolio
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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, SC2.86MShares$382 Million0.16% of portfolio
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Joel Isaacson & Co., LLC2.52MShares$336 Million15.22% of portfolio