Diversify Wealth Management, LLC Purchases and Sells in Q2 2025

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025

Top Buys

Incresed Positions

300 operations
Stock Shares change Price Range Shares Held Trade History
17.2K
+ 7.74%
$94.31 - $157.99 $1.62M - $2.72M
240K $43.9B
18.2K
+ 298.87%
$721.65 - $1040.18 $13.1M - $18.9M
24.3K $20.7B
38.2K
+ 7.09%
$71.83 - $95.32 $2.74M - $3.64M
576K $57.8B
99.1K
+ 12.22%
$45.11 - $52.34 $4.47M - $5.19M
910K $48.9B
1.6K
+ 5.99%
$484.66 - $738.09 $776K - $1.18M
28.3K $22.4B
1.74K
+ 3.65%
$354.56 - $497.45 $616K - $864K
49.3K $26.1B
View all

New Holdings

48 operations
Stock Shares change Price Range Shares Held Trade History
1.75M
New
$4.16 - $6.02 $7.28M - $10.5M
1.75M $9.7B
50.9K
New
$19.94 - $25.71 $1.01M - $1.31M
50.9K $1.6B
20.6K
New
$39.21 - $57.84 $806K - $1.19M
20.6K $1.35B
TORTOISE CAPITAL SERIES TRUS
37.3K
New
N/A
37.3K $1.32B
87.5K
New
$7.24 - $14.63 $633K - $1.28M
87.5K $1.23B
6.61K
New
$103.32 - $143.95 $683K - $951K
6.61K $1.22B
View all

Top Sells

Reduced Positions

164 operations
Stock Shares change Price Range Shares Held Trade History
-18.8K
- 84.14%
$64.88 - $96.54 $1.22M - $1.81M
3.54K $259M
-23.1K
- 17.89%
$72.02 - $73.82 $1.66M - $1.7M
106K $7.78B
-24.9K
- 84.75%
$53.9 - $98.68 $1.34M - $2.45M
4.47K $471M
-23.5K
- 14.2%
$50.36 - $50.68 $1.18M - $1.19M
142K $7.18B
-39.5K
- 14.18%
$20.99 - $23.93 $829K - $945K
239K $5.51B
ADVISORS INNER CIRCLE FD II
-36.4K
- 73.25%
N/A
13.3K $331M
View all
Activity Summary
Buys All Purchases 348 New Holdings 48 Increased Positions 300 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
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