Diversify Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 19,691 shares of SPEM stock, worth $786,261. This represents 0.06% of its overall portfolio holdings.
Number of Shares
19,691
Previous 27,137
27.44%
Holding current value
$786,261
Previous $1.1 Billion
33.38%
% of portfolio
0.06%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
877Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$928 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$745 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$403 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$259 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$236 Million0.08% of portfolio