Regent Peak Wealth Advisors LLC SDY Holdings History
Regent Peak Wealth Advisors LLC's SPDR Dividend ETF Holding Summary
As of 2025-03-31, Regent Peak Wealth Advisors LLC held 97,187.00 shares of SPDR Dividend ETF(SDY), totaling $13.19 Mil. This investment constitutes 3.11% of their stock portfolio, and Regent Peak Wealth Advisors LLC now holds 0.07% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2019Q4. And since then Regent Peak Wealth Advisors LLC has made 11 purchases of SDY, at an average price of $124.17, for a total of 400,939.00 shares. In addition, there have been 10 sales at an average price of $121.37 for 303,752.00 shares. Based on historical transaction data and SDY's current price of $140.09, Regent Peak Wealth Advisors LLC's estimated gain on his SDY holdings is $695,288.88, reflecting a 1.40% gain to date.
Regent Peak Wealth Advisors LLC SDY ($140.09) Holding Chart
Regent Peak Wealth Advisors LLC SDY ($140.09) 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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