Diversify Wealth Management, LLC Spdr Portfolio Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 538,146 shares of SPYG stock, worth $48.3 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
538,146
Previous 429,490
25.3%
Holding current value
$48.3 Million
Previous $37.6 Billion
17.37%
% of portfolio
3.28%
Previous 2.93%
Shares
4 transactions
Others Institutions Holding SPYG
# of Institutions
1,229Shares Held
304MCall Options Held
665KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.24 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.77 Billion3.4% of portfolio
-
Allworth Financial LP11.2MShares$1.01 Billion5.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$783 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.66MShares$687 Million0.05% of portfolio