Diversify Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Diversify Advisory Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 202,839 shares of SPDW stock, worth $7.42 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
202,839
Previous 243,443
16.68%
Holding current value
$7.42 Million
Previous $8.84 Billion
22.18%
% of portfolio
0.38%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
1,036Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.51 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.44 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.16 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$805 Million17.44% of portfolio