Diversify Wealth Management, LLC Spdr Portfolio Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 294,870 shares of SPYG stock, worth $25.8 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
294,870
Previous 251,188
17.39%
Holding current value
$25.8 Million
Previous $18.4 Billion
33.68%
% of portfolio
2.37%
Previous 2.29%
Shares
2 transactions
Others Institutions Holding SPYG
# of Institutions
1,096Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.74 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.8 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.15 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$683 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$634 Million0.04% of portfolio