Diversify Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 454,556 shares of SPYV stock, worth $23.5 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
454,556
Previous 386,320
17.66%
Holding current value
$23.5 Million
Previous $18.9 Billion
28.24%
% of portfolio
2.33%
Previous 2.35%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,012Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$3.96 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.02 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.05 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$650 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$495 Million0.04% of portfolio