A detailed history of Diversify Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 34,658 shares of SPMB stock, worth $754,504. This represents 0.07% of its overall portfolio holdings.

Number of Shares
34,658
Previous 39,492 12.24%
Holding current value
$754,504
Previous $881 Million 13.81%
% of portfolio
0.07%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$21.35 - $22.73 $103,205 - $109,876
-4,834 Reduced 12.24%
34,658 $759 Million
Q2 2024

Aug 08, 2024

BUY
$20.97 - $21.76 $828,147 - $859,345
39,492 New
39,492 $881 Million

Others Institutions Holding SPMB

About SPDR SER TR SPDR PORTFOLIO MOR


  • Ticker SPMB
  • Sector ETFs
  • Industry ETFs
More about SPMB
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.