Forbes Financial Planning, Inc. Spdr Series Tr Spdr S&P Divide Transaction History
Forbes Financial Planning, Inc.
- $136 Million
- Q4 2024
A detailed history of Forbes Financial Planning, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 38,860 shares of SDY stock, worth $5.31 Million. This represents 3.78% of its overall portfolio holdings.
Number of Shares
38,860
Previous 38,791
0.18%
Holding current value
$5.31 Million
Previous $5.51 Million
6.83%
% of portfolio
3.78%
Previous 3.97%
Shares
12 transactions
Others Institutions Holding SDY
# of Institutions
1,312Shares Held
73.3MCall Options Held
42.1KPut Options Held
37.4K-
Bank Of America Corp Charlotte, NC7.72MShares$1.05 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.79MShares$654 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.01MShares$411 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.86MShares$391 Million0.16% of portfolio
-
Joel Isaacson & Co., LLC2.52MShares$344 Million15.22% of portfolio