Diversify Wealth Management, LLC ADVISORS INNER CIRCLE FD II Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Number of Shares
18,734
Previous 18,302 2.36%
Holding current value
$500 Million
Previous $436 Million 14.75%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 14, 2025
BUY
N/A
432 Added 2.36%
18,734 $500 Million
Q1 2025

Apr 30, 2025
SELL
N/A
-27,491 Reduced 60.03%
18,302 $436 Million
Q4 2024

Jan 16, 2025
BUY
N/A
45,793 New
45,793 $1.13 Billion
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