Diversify Wealth Management, LLC Spdr Portfolio Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 5,919 shares of SPMD stock, worth $340,164. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,919Holding current value
$340,164% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SPMD
# of Institutions
660Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.21 Billion3.98% of portfolio
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Betterment LLC New York, NY17.3MShares$993 Million2.27% of portfolio
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Lpl Financial LLC Fort Mill, SC12.2MShares$701 Million0.31% of portfolio
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Valmark Advisers, Inc.5.86MShares$337 Million5.06% of portfolio
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Tiedemann Advisors, LLC5.75MShares$330 Million10.91% of portfolio