Diversify Wealth Management, LLC AMERICAN CENTY ETF TR Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Number of Shares
6,484
Previous 6,559 1.14%
Holding current value
$410 Million
Previous $380 Million 7.88%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 14, 2025
SELL
N/A
-75 Reduced 1.14%
6,484 $410 Million
Q1 2025

Apr 30, 2025
SELL
N/A
-72 Reduced 1.09%
6,559 $380 Million
Q4 2024

Jan 16, 2025
BUY
N/A
456 Added 7.38%
6,631 $382 Million
Q3 2024

Oct 25, 2024
BUY
N/A
6,175 New
6,175 $365 Million
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