Diversify Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 24,548 shares of SLYV stock, worth $2.21 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
24,548
Previous 29,011
15.38%
Holding current value
$2.21 Million
Previous $2.15 Billion
4.11%
% of portfolio
0.13%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding SLYV
# of Institutions
616Shares Held
33.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.31MShares$479 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.18MShares$196 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$124 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA953KShares$85.9 Million12.0% of portfolio
-
Goelzer Investment Management, Inc.886KShares$79.8 Million4.01% of portfolio