Diversify Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 7,428 shares of SPSB stock, worth $224,325. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,428
Previous 9,562
22.32%
Holding current value
$224,325
Previous $288 Million
22.24%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SPSB
# of Institutions
620Shares Held
221MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$756 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$227 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$227 Million0.02% of portfolio