Diversify Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 644,421 shares of SPYV stock, worth $33.9 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
644,421
Previous 454,556
41.77%
Holding current value
$33.9 Million
Previous $24.2 Billion
34.34%
% of portfolio
2.53%
Previous 2.33%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
1,014Shares Held
409MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.04 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.06 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.07 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$662 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$505 Million0.04% of portfolio