Linscomb Wealth, Inc. SDY Holdings History
Linscomb Wealth, Inc.'s SPDR Dividend ETF Holding Summary
As of 2025-03-31, Linscomb Wealth, Inc. held 286,530.00 shares of SPDR Dividend ETF(SDY), totaling $38.88 Mil. This investment constitutes 1.94% of their stock portfolio, and Linscomb Wealth, Inc. now holds 0.19% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2018Q2. And since then Linscomb Wealth, Inc. has made 10 purchases of SDY, at an average price of $94.04, for a total of 510,432.00 shares. In addition, there have been 18 sales at an average price of $115.75 for 223,902.00 shares. Based on historical transaction data and SDY's current price of $138.62, Linscomb Wealth, Inc.'s estimated gain on his SDY holdings is $17.63 Mil, reflecting a 36.74% gain to date.
Linscomb Wealth, Inc. SDY ($138.62) Holding Chart
Linscomb Wealth, Inc. SDY ($138.62) 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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