Number of Shares
276,693
Previous 156,852 76.4%
Holding current value
$9.96 Billion
Previous $5.11 Billion 94.8%
% of portfolio
0.62%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025

BUY
N/A
119,841 Added 76.4%
276,693 $9.96 Billion
Q4 2024

Jan 16, 2025

BUY
N/A
156,852 New
156,852 $5.11 Billion
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.