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 30,355 shares of SPEM stock, worth $1.2 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
30,355
Previous 44,538
31.84%
Holding current value
$1.2 Million
Previous $1.82 Billion
37.87%
% of portfolio
0.06%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
877Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$917 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$736 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$398 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$256 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$233 Million0.08% of portfolio