Diversify Wealth Management, LLC Spdr Portfolio Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 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 429,490 shares of SPYG stock, worth $38.6 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
429,490
Previous 294,870
45.65%
Holding current value
$38.6 Million
Previous $24.6 Billion
52.57%
% of portfolio
2.93%
Previous 2.37%
Shares
3 transactions
Others Institutions Holding SPYG
# of Institutions
1,103Shares Held
280MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.82 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.85 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.18 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$703 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$652 Million0.04% of portfolio