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 $8.03 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
177,364
Previous 173,159 2.43%
Holding current value
$8.03 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
892
Shares Held
198M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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