Diversify Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 573,771 shares of SPDW stock, worth $21.5 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
573,771
Previous 399,658
43.57%
Holding current value
$21.5 Million
Previous $14.4 Billion
35.42%
% of portfolio
1.52%
Previous 1.38%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
1,040Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.58 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.5 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.19 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.05 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$824 Million17.44% of portfolio