Diversify Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

A detailed history of Diversify Wealth Management, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 18,355 shares of SPTL stock, worth $490,078. This represents 0.04% of its overall portfolio holdings.

Number of Shares
18,355
Previous 20,958 12.42%
Holding current value
$490,078
Previous $574 Million 18.11%
% of portfolio
0.04%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$26.05 - $29.17 $67,808 - $75,929
-2,603 Reduced 12.42%
18,355 $470 Million
Q3 2024

Oct 25, 2024
SELL
$26.69 - $29.87 $79,509 - $88,982
-2,979 Reduced 12.45%
20,958 $574 Million
Q2 2024

Aug 08, 2024
BUY
$26.06 - $27.96 $623,798 - $669,278
23,937 New
23,937 $698 Million

Others Institutions Holding SPTL

# of Institutions
469
Shares Held
366M
Call Options Held
264K
Put Options Held
19K
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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