Simplicity Wealth,Llc Spdr S&P Global Dividend ETF Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Spdr S&P Global Dividend ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 5,964 shares of WDIV stock, worth $389,449. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,964
Previous 4,498 32.59%
Holding current value
$389,449
Previous $265,000 49.81%
% of portfolio
0.04%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$59.25 - $67.03 $86,860 - $98,265
1,466 Added 32.59%
5,964 $397,000
Q2 2024

Jul 10, 2024
BUY
$56.98 - $62.26 $256,296 - $280,045
4,498 New
4,498 $265,000
Q4 2023

Jan 29, 2024
BUY
$52.34 - $60.53 $184,812 - $213,731
3,531 New
3,531 $213,000
Q1 2023

Apr 27, 2023
SELL
$56.73 - $62.68 $109,035 - $120,470
-1,922 Reduced 34.57%
3,637 $214,000
Q4 2022

Feb 15, 2023
BUY
$51.92 - $60.32 $288,623 - $335,318
5,559 New
5,559 $326,000

Others Institutions Holding WDIV

# of Institutions
73
Shares Held
1.52M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P GLOBAL DIVIDEND ETF

WDIV Quotes by TradingView
  • Ticker WDIV
  • Sector ETFs
  • Industry ETFs
More about WDIV
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