Diversify Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 13,358 shares of SPTL stock, worth $359,330. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,358
Previous 18,355
27.22%
Holding current value
$359,330
Previous $470 Million
23.2%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SPTL
# of Institutions
490Shares Held
368MCall Options Held
40.7KPut Options Held
12.7K-
State Street Corp Boston, MA57.8MShares$1.55 Billion0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa51.2MShares$1.38 Billion0.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA46.7MShares$1.26 Billion2.58% of portfolio
-
Envestnet Asset Management Inc16.7MShares$449 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$331 Million0.03% of portfolio