Valeo Financial Advisors, LLC Spdr S&P Global Dividend ETF Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$66.45 - $71.4 $6,578 - $7,068	-99 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$51.98 - $62.68 $5,146 - $6,205	99 New	99 $6,000

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

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