Diversify Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 11,845 shares of SPSB stock, worth $355,586. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,845
Previous 10,924
8.43%
Holding current value
$355,586
Previous $328 Million
7.67%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SPSB
# of Institutions
572Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$574 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.49MShares$225 Million3.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$162 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$151 Million0.01% of portfolio