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 5,919 shares of SPMD stock, worth $313,174. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,919Holding current value
$313,174% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
719Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.07 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$949 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$682 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$317 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$304 Million10.91% of portfolio