Diversify Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 20,958 shares of SPTL stock, worth $545,955. This represents 0.06% of its overall portfolio holdings.
Number of Shares
20,958
Previous 23,937
12.45%
Holding current value
$545,955
Previous $698 Million
17.73%
% of portfolio
0.06%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SPTL
# of Institutions
463Shares Held
355MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.43 Billion0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa47.9MShares$1.25 Billion0.57% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA43.1MShares$1.12 Billion2.57% of portfolio
-
Bank Of America Corp Charlotte, NC16.8MShares$437 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$386 Million0.14% of portfolio