Diversify Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 225,362 shares of SPHY stock, worth $5.34 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
225,362
Previous 192,669
16.97%
Holding current value
$5.34 Million
Previous $4.47 Billion
19.49%
% of portfolio
0.51%
Previous 0.56%
Shares
2 transactions
Others Institutions Holding SPHY
# of Institutions
353Shares Held
140MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA14.6MShares$346 Million0.49% of portfolio
-
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL10.8MShares$257 Million13.1% of portfolio
-
Wells Fargo & Company San Francisco, CA8.22MShares$195 Million0.05% of portfolio
-
Neuberger Berman Group LLC New York, NY8.12MShares$192 Million0.16% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.79MShares$137 Million0.04% of portfolio