Diversify Wealth Management, LLC PROFESIONALLY MANAGED PORTFO Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Number of Shares
10,985
Previous 11,438 3.96%
Holding current value
$306 Million
Previous $343 Million 10.72%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Apr 30, 2025
SELL
N/A
-453 Reduced 3.96%
10,985 $306 Million
Q4 2024

Jan 16, 2025
BUY
N/A
11,438 New
11,438 $343 Million
Q2 2024

Aug 08, 2024
BUY
N/A
7,175 New
7,175 $200 Million
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