Diversify Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 30,798 shares of SLYV stock, worth $2.71 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
30,798Holding current value
$2.71 Million% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding SLYV
# of Institutions
591Shares Held
31.3MCall Options Held
4KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.67MShares$235 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.5MShares$132 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$121 Million0.24% of portfolio
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Cannon Financial Strategists, Inc. Athens, GA919KShares$81 Million13.95% of portfolio
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Goelzer Investment Management, Inc.911KShares$80.2 Million4.36% of portfolio