PRECEDENT WEALTH PARTNERS, LLC SDY Holdings History
PRECEDENT WEALTH PARTNERS, LLC's SPDR Dividend ETF Holding Summary
As of 2025-03-31, PRECEDENT WEALTH PARTNERS, LLC held 76,561.00 shares of SPDR Dividend ETF(SDY), totaling $10.39 Mil. This investment constitutes 2.88% of their stock portfolio, and PRECEDENT WEALTH PARTNERS, LLC now holds 0.05% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2023Q4. And since then PRECEDENT WEALTH PARTNERS, LLC has made 4 purchases of SDY, at an average price of $121.16, for a total of 77,823.00 shares. In addition, there have been 1 sales at an average price of $125.45 for 1,262.00 shares. Based on historical transaction data and SDY's current price of $138.62, PRECEDENT WEALTH PARTNERS, LLC's estimated gain on his SDY holdings is $1.34 Mil, reflecting a 14.23% gain to date.
PRECEDENT WEALTH PARTNERS, LLC SDY ($138.62) Holding Chart
PRECEDENT WEALTH PARTNERS, LLC 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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