Diversify Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 10,924 shares of SPSB stock, worth $326,518. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,924
Previous 14,918
26.77%
Holding current value
$326,518
Previous $447 Million
26.62%
% of portfolio
0.03%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SPSB
# of Institutions
560Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$534 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$220 Million3.52% of portfolio
-
Bank Of America Corp Charlotte, NC5.13MShares$153 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.99MShares$149 Million0.08% of portfolio