Gradient Investments LLC Spdr S&P Global Dividend ETF Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$56.98 - $62.26 $6,723 - $7,346	118 New	118 $6,000
Q4 2022 Jan 10, 2023	BUY	$51.92 - $60.32 $7,424 - $8,625	143 New	143 $0

Others Institutions Holding WDIV

# of Institutions

73

Shares Held

1.52M

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

327K
Shares

$21.4 Million
0.21% of portfolio
Bank Of America Corp Charlotte, NC

113K
Shares

$7.36 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

107K
Shares

$6.98 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

93.2K
Shares

$6.09 Million
0.0% of portfolio
Intercontinental Wealth Advisors, LLC

88.4K
Shares

$5.77 Million
1.22% of portfolio

About SPDR S&P GLOBAL DIVIDEND ETF

Ticker WDIV
Sector ETFs
Industry ETFs

More about WDIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.