DIVERSIFY WEALTH MANAGEMENT, LLC SPY Holdings History
DIVERSIFY WEALTH MANAGEMENT, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, DIVERSIFY WEALTH MANAGEMENT, LLC held 73,902.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $40.97 Mil. This investment constitutes 3.04% of their stock portfolio, and DIVERSIFY WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q2. And since then DIVERSIFY WEALTH MANAGEMENT, LLC has made 3 purchases of SPY, at an average price of $539.42, for a total of 73,902.00 shares. Based on historical transaction data and SPY's current price of $634.21, DIVERSIFY WEALTH MANAGEMENT, LLC's estimated gain on his SPY holdings is $7.01 Mil, reflecting a 17.57% gain to date.
DIVERSIFY WEALTH MANAGEMENT, LLC SPY ($634.21) Holding Chart
DIVERSIFY WEALTH MANAGEMENT, LLC SPY ($634.21) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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