Diversify Wealth Management, LLC BROOKFIELD CORP Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Number of Shares
4,678
Previous 5,333 12.28%
Holding current value
$307 Million
Previous $286 Million 7.19%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 14, 2025
SELL
N/A
-655 Reduced 12.28%
4,678 $307 Million
Q1 2025

Apr 30, 2025
SELL
N/A
-882 Reduced 14.19%
5,333 $286 Million
Q4 2024

Jan 16, 2025
SELL
N/A
-833 Reduced 11.82%
6,215 $341 Million
Q3 2024

Oct 25, 2024
SELL
N/A
-669 Reduced 8.67%
7,048 $381 Million
Q2 2024

Aug 08, 2024
BUY
N/A
7,717 New
7,717 $338 Million
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