Diversify Advisory Services, LLC Spdr Portfolio S&P 600 Small C Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Diversify Advisory Services, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 69,275 shares of SPSM stock, worth $3.19 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
69,275
Previous 92,247
24.9%
Holding current value
$3.19 Million
Previous $4.14 Billion
26.22%
% of portfolio
0.17%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding SPSM
# of Institutions
892Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.02 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$898 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$713 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$283 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$257 Million0.05% of portfolio