Number of Shares
20,281
Previous 19,899 1.92%
Holding current value
$803 Million
Previous $736 Million 9.11%
% of portfolio
0.03%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
N/A
382 Added 1.92%
20,281 $803 Million
Q1 2025

May 05, 2025

BUY
N/A
3,199 Added 19.16%
19,899 $736 Million
Q4 2024

Jan 16, 2025

BUY
N/A
16,700 New
16,700 $624 Million
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.