Diversify Wealth Management, LLC SILA REALTY TRUST INC Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Number of Shares
120,335
Previous 111,441 7.98%
Holding current value
$3.09 Billion
Previous $2.58 Billion 19.49%
% of portfolio
0.23%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
N/A
8,894 Added 7.98%
120,335 $3.09 Billion
Q4 2024

Jan 16, 2025
SELL
N/A
-8,030 Reduced 6.72%
111,441 $2.58 Billion
Q3 2024

Oct 25, 2024
SELL
N/A
-15,627 Reduced 11.57%
119,471 $3.09 Billion
Q2 2024

Aug 08, 2024
BUY
N/A
135,098 New
135,098 $3.08 Billion
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email