Diversify Advisory Services, LLC Spdr Portfolio S&P 500 Value E Transaction History
Diversify Advisory Services, LLC
- $1.82 Trillion
- Q2 2024
A detailed history of Diversify Advisory Services, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 194,539 shares of SPYV stock, worth $10.3 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
194,539
Previous 369,909
47.41%
Holding current value
$10.3 Million
Previous $18.4 Billion
48.56%
% of portfolio
0.52%
Previous 1.08%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
938Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.97 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.9 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.05 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$469 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$388 Million6.14% of portfolio