Diversify Advisory Services, LLC Spdr Portfolio Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 8,696 shares of SPMD stock, worth $477,758. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,696
Previous 7,213
20.56%
Holding current value
$477,758
Previous $365 Million
31.11%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.02 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$950 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$670 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$322 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$316 Million10.91% of portfolio