NWF Advisory Services Inc. SDY Holdings History
Number of Shares
187,472.00
Current Holdings Value*
$24.76 Mil
% of Portfolio
3.63%
Total Estimate Gain
$80,612.96
% of Total Estimate Gain
0.31%
NWF Advisory Services Inc.'s SPDR Dividend ETF Holding Summary
As of 2024-12-31, NWF Advisory Services Inc. held 187,472.00 shares of SPDR Dividend ETF(SDY), totaling $24.76 Mil. This investment constitutes 3.63% of their stock portfolio, and NWF Advisory Services Inc. now holds 0.13% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and SDY's current price of $140.05, NWF Advisory Services Inc.'s estimated gain on his SDY holdings is $80,612.96, reflecting a 0.31% gain to date.
NWF Advisory Services Inc. SDY ($140.05) Holding Chart
NWF Advisory Services Inc. SDY ($140.05) 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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