Diversify Wealth Management, LLC New Holdings in Q3 2024

Diversify Wealth Management, LLC

  • $1.04 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
5.38K
New
$51.72 - $57.96 $278K - $312K
5.38K $297M
AVEM
American Centy ETF Tr Avantis

ETFs
4.53K
New
$57.2 - $65.59 $259K - $297K
4.53K $288M
VUSB
Vanguard Bd Index Fds
5.73K
New
N/A
5.73K $285M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
4.69K
New
$57.2 - $65.72 $268K - $308K
4.69K $284M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
19.6K
New
$12.67 - $14.36 $249K - $282K
19.6K $269M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.07K
New
$58.03 - $65.37 $236K - $266K
4.07K $254M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
7.87K
New
$29.62 - $31.54 $233K - $248K
7.87K $249M
PEN
Penumbra Inc

Healthcare
1.21K
New
$163.64 - $210.12 $198K - $254K
1.21K $246M
Solventum Corp
3.3K
New
N/A
3.3K $239M
IWN
Ishares Russell2000 Val ETF

ETFs
1.42K
New
$150.05 - $171.34 $212K - $242K
1.42K $234M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.52K
New
$60.13 - $68.17 $212K - $240K
3.52K $224M
AZPN
Aspen Technology, Inc.

Technology
964
New
$172.9 - $239.26 $167K - $231K
964 $224M
AOK
Ishares Tr Core Conservative A

ETFs
5.84K
New
$36.8 - $38.71 $215K - $226K
5.84K $221M
FDS
Factset Research Systems Inc

Financial Services
475
New
$397.04 - $469.48 $189K - $223K
475 $220M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.23K
New
$65.06 - $71.72 $210K - $232K
3.23K $220M
PSA
Public Storage

Real Estate
619
New
$283.13 - $365.01 $175K - $226K
619 $210M
Dimensional ETF Trust
4.12K
New
N/A
4.12K $209M
IWM
Ishares Russell 2000 ETF

ETFs
941
New
$200.87 - $224.6 $189K - $211K
941 $206M
ITW
Illinois Tool Works Inc

Industrials
790
New
$233.14 - $263.97 $184K - $209K
790 $203M
Qxo Inc
10.3K
New
N/A
10.3K $156M
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
12.3K
New
$6.86 - $8.99 $84.2K - $110K
12.3K $81.9M
Activity Summary
Buys All Purchases 310 New Holdings 72 Increased Positions 238 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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