Diversify Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 243,443 shares of SPDW stock, worth $8.69 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
243,443
Previous 261,180
6.79%
Holding current value
$8.69 Million
Previous $9.3 Billion
4.88%
% of portfolio
0.48%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
942Shares Held
484MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$994 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$627 Million16.46% of portfolio