Diversify Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Diversify Wealth Management, LLC
- $804 Billion
- Q2 2024
A detailed history of Diversify Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 173,159 shares of SPSM stock, worth $7.86 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
173,159Holding current value
$7.86 Million% of portfolio
0.9%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
844Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$1 Billion2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$816 Million0.38% of portfolio
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Betterment LLC New York, NY14.6MShares$665 Million1.58% of portfolio
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Bank Of America Corp Charlotte, NC6.45MShares$293 Million0.02% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$252 Million0.04% of portfolio