Elk River Wealth Management, LLC SDY Holdings History
Elk River Wealth Management, LLC's SPDR Dividend ETF Holding Summary
As of 2025-03-31, Elk River Wealth Management, LLC held 410,636.00 shares of SPDR Dividend ETF(SDY), totaling $55.72 Mil. This investment constitutes 10.43% of their stock portfolio, and Elk River Wealth Management, LLC now holds 0.28% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2020Q4. And since then Elk River Wealth Management, LLC has made 16 purchases of SDY, at an average price of $115.59, for a total of 454,572.00 shares. In addition, there have been 1 sales at an average price of $125.45 for 43,936.00 shares. Based on historical transaction data and SDY's current price of $134.89, Elk River Wealth Management, LLC's estimated gain on his SDY holdings is $8.36 Mil, reflecting a 15.91% gain to date.
Elk River Wealth Management, LLC SDY ($134.89) Holding Chart
Elk River Wealth Management, LLC SDY ($134.89) 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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