EisnerAmper Wealth Management Corporate Benefits, LLC SDY Holdings History
EisnerAmper Wealth Management Corporate Benefits, LLC's SPDR Dividend ETF Holding Summary
As of 2023-12-31, EisnerAmper Wealth Management Corporate Benefits, held 85,162.00 shares of SPDR Dividend ETF(SDY), totaling $10.64 Mil. This investment constitutes 3.95% of their stock portfolio, and EisnerAmper Wealth Management Corporate Benefits, now holds 0.05% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2018Q2. And since then EisnerAmper Wealth Management Corporate Benefits, LLC has made 13 purchases of SDY, at an average price of $105.63, for a total of 218,312.00 shares. In addition, there have been 10 sales at an average price of $118.92 for 133,150.00 shares. Based on historical transaction data and SDY's current price of $139.84, EisnerAmper Wealth Management Corporate Benefits, LLC's estimated gain on his SDY holdings is $4.68 Mil, reflecting a 20.31% gain to date.
EisnerAmper Wealth Management Corporate Benefits, LLC SDY ($139.84) Holding Chart
EisnerAmper Wealth Management Corporate Benefits, LLC SDY ($139.84) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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