Diversify Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 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 18,355 shares of SPTL stock, worth $498,338. This represents 0.04% of its overall portfolio holdings.
Number of Shares
18,355
Previous 20,958
12.42%
Holding current value
$498,338
Previous $574 Million
18.11%
% of portfolio
0.04%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SPTL
# of Institutions
482Shares Held
365MCall Options Held
40.7KPut Options Held
12.7K-
State Street Corp Boston, MA57.8MShares$1.57 Billion0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa51.2MShares$1.39 Billion0.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA46.7MShares$1.27 Billion2.58% of portfolio
-
Envestnet Asset Management Inc14.9MShares$404 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$334 Million0.03% of portfolio