Diversify Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
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 30,074 shares of SLYV stock, worth $2.67 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
30,074
Previous 30,798
2.35%
Holding current value
$2.67 Million
Previous $2.63 Billion
2.87%
% of portfolio
0.2%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding SLYV
# of Institutions
593Shares Held
31.1MCall Options Held
4KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.67MShares$238 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.5MShares$133 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$122 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$81.7 Million13.95% of portfolio
-
Cerity Partners LLC New York, NY905KShares$80.5 Million0.18% of portfolio