DIVERSIFY WEALTH MANAGEMENT, LLC SPYG Holdings History
DIVERSIFY WEALTH MANAGEMENT, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, DIVERSIFY WEALTH MANAGEMENT, LLC held 538,146.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $44.12 Mil. This investment constitutes 3.28% of their stock portfolio, and DIVERSIFY WEALTH MANAGEMENT, LLC now holds 0.14% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2024Q2. And since then DIVERSIFY WEALTH MANAGEMENT, LLC has made 3 purchases of SPYG, at an average price of $80.61, for a total of 538,146.00 shares. Based on historical transaction data and SPYG's current price of $98.07, DIVERSIFY WEALTH MANAGEMENT, LLC's estimated gain on his SPYG holdings is $9.40 Mil, reflecting a 21.66% gain to date.
DIVERSIFY WEALTH MANAGEMENT, LLC SPYG ($98.07) Holding Chart
DIVERSIFY WEALTH MANAGEMENT, LLC SPYG ($98.07) 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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