Diversify Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 177,364 shares of SPSM stock, worth $7.83 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
177,364
Previous 173,159
2.43%
Holding current value
$7.83 Million
Previous $7.24 Billion
9.24%
% of portfolio
0.76%
Previous 0.9%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
892Shares Held
197MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$980 Million2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$860 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$683 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$271 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$247 Million0.05% of portfolio