Diversify Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 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 644,421 shares of SPYV stock, worth $33.8 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares
644,421
Previous 454,556 41.77%
Holding current value
$33.8 Million
Previous $24.2 Billion 34.34%
% of portfolio
2.53%
Previous 2.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$51.09 - $55.27 $9.7 Million - $10.5 Million
189,865 Added 41.77%
644,421 $32.5 Billion
Q3 2024

Oct 25, 2024
BUY
$48.51 - $52.86 $3.31 Million - $3.61 Million
68,236 Added 17.66%
454,556 $24.2 Billion
Q2 2024

Aug 08, 2024
BUY
$47.37 - $50.09 $18.3 Million - $19.4 Million
386,320 New
386,320 $18.9 Billion

Others Institutions Holding SPYV

# of Institutions
1,051
Shares Held
430M
Call Options Held
352K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email