Strategent Financial, LLC SDY Holdings History
Strategent Financial, LLC's SPDR Dividend ETF Holding Summary
As of 2025-03-31, Strategent Financial, LLC held 38,893.00 shares of SPDR Dividend ETF(SDY), totaling $5.28 Mil. This investment constitutes 4.78% of their stock portfolio, and Strategent Financial, LLC now holds 0.03% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $134.50 for 223.00 shares. Based on historical transaction data and SDY's current price of $138.62, Strategent Financial, LLC's estimated gain on his SDY holdings is $-40,034.76, reflecting a -0.73% gain to date.
Strategent Financial, LLC SDY ($138.62) Holding Chart
Strategent Financial, 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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