Diversify Advisory Services, LLC Spdr Portfolio Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
713Shares Held
203MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.32 Billion4.1% of portfolio
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Betterment LLC New York, NY17.9MShares$1.01 Billion2.36% of portfolio
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Lpl Financial LLC Fort Mill, SC12.9MShares$723 Million0.3% of portfolio
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Valmark Advisers, Inc.6MShares$336 Million5.14% of portfolio
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Tiedemann Advisors, LLC5.75MShares$323 Million10.91% of portfolio