Diversify Advisory Services, LLC Purchases in Q3 2024

Diversify Advisory Services, LLC

  • $1.86 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.01K
+ 83.15%
$95.1 - $106.76 $286K - $321K
6.63K $704M
IRM
Iron Mountain Inc

Real Estate
1.09K
+ 15.92%
$89.69 - $119.32 $97.9K - $130K
7.94K $984M
LRGF
Ishares Tr

ETFs
3.33K
+ 7.58%
$52.89 - $58.77 $176K - $196K
47.2K $2.83B
IYC
Ishares U.S. Consumer Discreti

ETFs
3.87K
New
$76.12 - $88.31 $295K - $342K
3.87K $339M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31.7K
+ 273.49%
$77.02 - $85.06 $2.44M - $2.7M
43.3K $1.23B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
9.59K
+ 26.71%
$28.1 - $29.89 $270K - $287K
45.5K $1.37B
STRL
Sterling Construction CO Inc

Industrials
1.91K
New
$102.56 - $148.9 $196K - $285K
1.91K $307M
EFV
Msci Eafe Value ETF

ETFs
3.73K
+ 7.81%
$51.72 - $57.96 $193K - $216K
51.5K $2.87B
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
3.18K
New
$86.23 - $103.97 $274K - $331K
3.18K $292M
Vesta Real Estate Corp
11.3K
New
N/A
11.3K $289M
OUT
Outfront Media Inc.

Real Estate
15.5K
New
$13.91 - $18.77 $215K - $290K
15.5K $288M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
18.5K
+ 393.88%
$75.47 - $83.18 $1.39M - $1.54M
23.2K $645M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.71K
+ 25.95%
$63.46 - $71.43 $235K - $265K
18K $1.23B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.34K
+ 6.98%
$53.41 - $57.9 $125K - $136K
35.9K $2.07B
CINF
Cincinnati Financial Corp

Financial Services
2.02K
New
$115.7 - $138.2 $234K - $279K
2.02K $280M
BERY
Berry Global Group, Inc.

Consumer Cyclical
4.03K
New
$58.01 - $69.08 $234K - $279K
4.03K $278M
QFIN
360 Digi Tech, Inc.

Financial Services
8.07K
New
$18.93 - $29.81 $153K - $241K
8.07K $277M
EPR
Epr Properties

Real Estate
4.68K
+ 53.4%
$41.26 - $49.58 $193K - $232K
13.4K $640M
MSCI
Msci Inc.

Financial Services
311
+ 40.71%
$479.31 - $584.91 $149K - $182K
1.08K $650M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.48K
+ 25.73%
$46.18 - $48.92 $253K - $268K
26.8K $1.27B
WMT
Walmart Inc.

Consumer Defensive
507
+ 2.72%
$66.91 - $81.4 $33.9K - $41.3K
19.2K $1.57B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.74K
New
$63.28 - $70.06 $236K - $262K
3.74K $266M
ADBE
Adobe Inc.

Technology
1.88K
+ 20.64%
$508.13 - $586.55 $957K - $1.11M
11K $5.43B
Grayscale Ethereum Tr Eth
11.9K
New
N/A
11.9K $263M
PAYC
Paycom Software, Inc.

Technology
1.54K
New
$140.16 - $173.86 $216K - $268K
1.54K $256M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
3.51K
New
$64.53 - $72.17 $227K - $254K
3.51K $256M
EPAM
Epam Systems, Inc.

Technology
1.29K
New
$185.58 - $185.58 $238K - $238K
1.29K $254M
NVS
Novartis Ag

Healthcare
2.08K
+ 78.79%
$106.13 - $120.89 $221K - $251K
4.72K $540M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.53K
New
$39.95 - $45.86 $221K - $254K
5.53K $253M
VEA
Vanguard Ftse Developed Market

ETFs
3.11K
+ 3.12%
$47.6 - $53.31 $148K - $166K
103K $5.23B
BLDR
Builders First Source, Inc.

Industrials
1.33K
New
$132.6 - $201.83 $176K - $268K
1.33K $240M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.49K
New
$87.56 - $95.49 $218K - $238K
2.49K $240M
WMB
Williams Companies, Inc.

Energy
125
+ 0.53%
$41.24 - $46.22 $5.16K - $5.78K
23.5K $1.23B
PGR
Progressive Corp

Financial Services
948
New
$209.46 - $259.24 $199K - $246K
948 $235M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
2.79K
+ 8.9%
$37.68 - $42.0 $105K - $117K
34.2K $1.42B
IEFA
Ishares Tr

ETFs
2.58K
+ 9.37%
$70.09 - $78.74 $181K - $203K
30.1K $2.26B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
8.98K
New
$24.86 - $26.33 $223K - $236K
8.98K $229M
HPQ
Hp Inc

Technology
6.3K
New
$32.02 - $38.11 $202K - $240K
6.3K $228M
XLB
Select Sector Spdr Fd Material

ETFs
1.48K
+ 15.12%
$86.95 - $97.09 $128K - $143K
11.2K $1.08B
REET
Ishares Global Reit ETF

ETFs
8.67K
New
$23.07 - $27.17 $200K - $236K
8.67K $226M
SRLN
Ssga Active Trust

ETFs
5.37K
New
$40.93 - $41.85 $220K - $225K
5.37K $225M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.08K
+ 30.05%
$236.42 - $259.82 $254K - $279K
4.65K $1.12B
KBR
Kbr, Inc.

Industrials
3.14K
New
$60.85 - $69.36 $191K - $218K
3.14K $221M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.23K
+ 5.66%
$64.35 - $75.71 $79.2K - $93.2K
23K $1.64B
VMI
Valmont Industries Inc

Industrials
748
New
$260.22 - $302.59 $195K - $226K
748 $220M
Blackrock ETF Trust Ii
4.2K
+ 34.05%
N/A
16.5K $858M
XLP
Consumer Staples Sector Spdr

ETFs
2.16K
+ 26.03%
$76.04 - $76.04 $164K - $164K
10.5K $857M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
6.11K
New
$33.88 - $36.77 $207K - $225K
6.11K $218M
BCS
Barclays PLC

Financial Services
17K
New
$10.59 - $12.45 $180K - $212K
17K $217M
Activity Summary
Buys All Purchases 293 New Holdings 63 Increased Positions 230 Sells All Sells 305 Reductions 305 Sold out 0 Options Calls 0 Puts 1
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