Diversify Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Diversify Wealth Management, LLC

  • $1.04 Trillion
  • Q3 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 177,364 shares of SPSM stock, worth $8.6 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
177,364
Previous 173,159 2.43%
Holding current value
$8.6 Million
Previous $7.24 Billion 9.24%
% of portfolio
0.76%
Previous 0.9%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$41.02 - $46.01 $172,489 - $193,472
4,205 Added 2.43%
177,364 $7.91 Billion
Q2 2024

Aug 08, 2024
BUY
$39.75 - $43.15 $6.88 Million - $7.47 Million
173,159 New
173,159 $7.24 Billion

Others Institutions Holding SPSM

# of Institutions
865
Shares Held
192M
Call Options Held
62.3K
Put Options Held
1.4K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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