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 $762,632. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,691
Previous 27,137 27.44%
Holding current value
$762,632
Previous $1.1 Billion 33.38%
% of portfolio
0.06%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$38.37 - $42.82 $285,703 - $318,837
-7,446 Reduced 27.44%
19,691 $735 Million
Q3 2024

Oct 25, 2024
BUY
$36.02 - $41.68 $137,524 - $159,134
3,818 Added 16.37%
27,137 $1.1 Billion
Q2 2024

Aug 08, 2024
BUY
$35.3 - $38.79 $823,160 - $904,544
23,319 New
23,319 $840 Million

Others Institutions Holding SPEM

# of Institutions
823
Shares Held
196M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email