Diversify Advisory Services, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Diversify Advisory Services, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 4,064 shares of SPTM stock, worth $260,339. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,064
Previous 3,736
8.78%
Holding current value
$260,339
Previous $266 Million
8.26%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPTM
# of Institutions
687Shares Held
93MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$538 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$222 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$215 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$194 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$171 Million0.06% of portfolio