Diversify Wealth Management, LLC LAM RESEARCH CORP Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Number of Shares
66,446
Previous 60,205 10.37%
Holding current value
$7 Billion
Previous $4.27 Billion 63.88%
% of portfolio
0.43%
Previous 0.32%

Shares

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

Aug 14, 2025
BUY
N/A
6,241 Added 10.37%
66,446 $7 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
8,719 Added 16.93%
60,205 $4.27 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
51,486 New
51,486 $3.84 Billion
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