Diversify Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 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 29,011 shares of SLYV stock, worth $2.42 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
29,011
Previous 30,074
3.53%
Holding current value
$2.42 Million
Previous $2.56 Billion
15.69%
% of portfolio
0.16%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding SLYV
# of Institutions
617Shares Held
34.8MCall Options Held
2.8KPut Options Held
900-
Lpl Financial LLC Fort Mill, SC5.15MShares$430 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$193 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.31MShares$109 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA942KShares$78.7 Million12.68% of portfolio
-
Cerity Partners LLC New York, NY935KShares$78.1 Million0.15% of portfolio