DIVERSIFY WEALTH MANAGEMENT, LLC SPYV Holdings History
DIVERSIFY WEALTH MANAGEMENT, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, DIVERSIFY WEALTH MANAGEMENT, LLC held 811,325.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $39.91 Mil. This investment constitutes 2.96% of their stock portfolio, and DIVERSIFY WEALTH MANAGEMENT, LLC now holds 0.16% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2024Q2. And since then DIVERSIFY WEALTH MANAGEMENT, LLC has made 3 purchases of SPYV, at an average price of $50.68, for a total of 811,325.00 shares. Based on historical transaction data and SPYV's current price of $53.67, DIVERSIFY WEALTH MANAGEMENT, LLC's estimated gain on his SPYV holdings is $2.43 Mil, reflecting a 5.90% gain to date.
DIVERSIFY WEALTH MANAGEMENT, LLC SPYV ($53.67) Holding Chart
DIVERSIFY WEALTH MANAGEMENT, LLC SPYV ($53.67) 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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