Diversify Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 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 20,958 shares of SPTL stock, worth $563,141. This represents 0.06% of its overall portfolio holdings.
Number of Shares
20,958
Previous 23,937
12.45%
Holding current value
$563,141
Previous $698 Million
17.73%
% of portfolio
0.06%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SPTL
# of Institutions
433Shares Held
332MCall Options Held
26.8KPut Options Held
1.2K-
State Street Corp Boston, MA54.9MShares$1.48 Billion0.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA41.2MShares$1.11 Billion2.5% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa39.8MShares$1.07 Billion0.47% of portfolio
-
Bank Of America Corp Charlotte, NC17.9MShares$480 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$399 Million0.14% of portfolio