SARD WEALTH MANAGEMENT GROUP, LLC SDY Holdings History
SARD WEALTH MANAGEMENT GROUP, LLC's SPDR Dividend ETF Holding Summary
As of 2025-03-31, SARD WEALTH MANAGEMENT GROUP, LLC held 91,183.00 shares of SPDR Dividend ETF(SDY), totaling $12.37 Mil. This investment constitutes 8.29% of their stock portfolio, and SARD WEALTH MANAGEMENT GROUP, LLC now holds 0.06% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2023Q4. And since then SARD WEALTH MANAGEMENT GROUP, LLC has made 2 purchases of SDY, at an average price of $117.81, for a total of 100,868.00 shares. In addition, there have been 3 sales at an average price of $130.25 for 9,685.00 shares. Based on historical transaction data and SDY's current price of $138.15, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his SDY holdings is $1.97 Mil, reflecting a 16.62% gain to date.
SARD WEALTH MANAGEMENT GROUP, LLC SDY ($138.15) Holding Chart
SARD WEALTH MANAGEMENT GROUP, LLC SDY ($138.15) 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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