Diversify Advisory Services, LLC Purchases in Q3 2024

Diversify Advisory Services, LLC

  • $1.86 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PODD
Insulet Corp

Healthcare
917
New
$180.69 - $239.01 $166K - $219K
917 $217M
FNDX
Schwab Fundamental U S Large C

ETFs
8.9K
New
$65.36 - $71.76 $582K - $639K
8.9K $214M
VV
Vanguard Large Cap ETF

ETFs
793
New
$236.92 - $263.4 $188K - $209K
793 $212M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
1.98K
+ 7.04%
$42.41 - $47.94 $83.8K - $94.7K
30K $1.47B
BNDX
Vanguard Total International B

ETFs
3.97K
+ 40.23%
$48.42 - $50.35 $192K - $200K
13.8K $691M
CVLT
Commvault Systems Inc

Technology
1.55K
New
$119.99 - $155.51 $186K - $241K
1.55K $210M
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.01K
New
$63.82 - $70.54 $192K - $212K
3.01K $209M
APO
Apollo Global Management, Inc.

Financial Services
1.45K
New
$99.16 - $125.81 $144K - $182K
1.45K $209M
FICO
Fair Isaac Corp

Technology
18
+ 4.83%
$1496.51 - $1947.38 $26.9K - $35.1K
391 $793M
XLI
Industrial Sector Spdr

ETFs
738
+ 11.28%
$120.56 - $135.44 $89K - $100K
7.28K $998M
VRNA
Verona Pharma PLC

Healthcare
5.86K
New
$15.46 - $30.16 $90.6K - $177K
5.86K $204M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
9.69K
+ 95.35%
$15.81 - $18.96 $153K - $184K
19.9K $365M
SUM
Summit Materials, Inc.

Basic Materials
5.05K
New
$35.61 - $41.78 $180K - $211K
5.05K $204M
STX
Seagate Technology Holdings PLC

Technology
1.8K
New
$92.1 - $110.76 $165K - $199K
1.8K $202M
Pacer Fds Tr
6.76K
New
N/A
6.76K $202M
KRE
Spdr S&P Regional Banking ETF

ETFs
3.42K
New
$47.94 - $59.23 $164K - $202K
3.42K $200M
CAT
Caterpillar Inc

Industrials
39
+ 1.33%
$316.8 - $391.12 $12.4K - $15.3K
2.98K $1.16B
AXP
American Express CO

Financial Services
28
+ 0.51%
$225.92 - $271.17 $6.33K - $7.59K
5.5K $1.5B
INTF
Ishares Tr

ETFs
5.18K
+ 9.1%
$28.08 - $31.79 $145K - $165K
62.1K $1.88B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.59K
+ 19.52%
$62.4 - $62.4 $162K - $162K
15.9K $1.03B
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.28K
+ 6.93%
$45.87 - $48.53 $150K - $159K
50.6K $2.38B
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.75K
+ 8.37%
$54.98 - $59.51 $96.2K - $104K
22.7K $1.35B
MS
Morgan Stanley

Financial Services
65
+ 0.62%
$92.07 - $106.96 $5.98K - $6.95K
10.5K $1.24B
Aegon LTD
26.1K
New
N/A
26.1K $169M
TME
Tencent Music Entertainment Group

Communication Services
14.1K
New
$9.46 - $15.28 $133K - $215K
14.1K $166M
TTD
Trade Desk, Inc.

Technology
967
+ 33.07%
$83.08 - $110.79 $80.3K - $107K
3.89K $463M
GPN
Global Payments Inc

Industrials
1.39K
+ 24.86%
$92.66 - $112.97 $129K - $157K
6.98K $693M
FTCS
First Trust Capital Strength E

ETFs
997
+ 11.86%
$83.58 - $90.94 $83.3K - $90.7K
9.4K $861M
XLY
Select Sector Spdr Consumer Di

ETFs
628
+ 13.65%
$170.05 - $200.86 $107K - $126K
5.23K $1.03B
C
Citigroup Inc

Financial Services
2.6K
+ 27.66%
$56.11 - $67.61 $146K - $176K
12K $763M
VUG
Vanguard Growth ETF

ETFs
297
+ 8.44%
$341.08 - $391.94 $101K - $116K
3.82K $1.5B
PH
Parker Hannifin Corp

Industrials
128
+ 29.77%
$501.01 - $635.92 $64.1K - $81.4K
558 $351M
VTV
Vanguard Value ETF

ETFs
121
+ 1.69%
$159.75 - $174.57 $19.3K - $21.1K
7.29K $1.28B
BLK
Black Rock Inc.

Financial Services
18
+ 3.18%
$782.27 - $949.51 $14.1K - $17.1K
584 $585M
SHV
Ishares Tr

ETFs
1.14K
+ 25.69%
$110.05 - $110.63 $125K - $126K
5.58K $616M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
389
+ 0.74%
$114.73 - $120.23 $44.6K - $46.8K
53K $6.21B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.59K
+ 58.99%
$74.26 - $78.84 $118K - $126K
4.3K $328M
TT
Trane Technologies PLC

Industrials
195
+ 24.1%
$314.21 - $388.71 $61.3K - $75.8K
1K $394M
ARB
Altshares Tr Merger Arbitrage

Industrials
2.24K
+ 3.68%
$26.94 - $27.87 $60.3K - $62.4K
63K $1.76B
SPMD
Spdr Portfolio

ETFs
1.48K
+ 20.56%
$50.29 - $54.92 $74.6K - $81.4K
8.7K $479M
VIG
Vanguard Dividend Appreciation

ETFs
353
+ 13.39%
$182.15 - $182.15 $64.3K - $64.3K
2.99K $597M
CARR
Carrier Global Corp

Industrials
16
+ 0.27%
$61.9 - $80.88 $990 - $1.29K
6.04K $484M
CW
Curtiss Wright Corp

Industrials
94
+ 9.94%
$265.18 - $332.22 $24.9K - $31.2K
1.04K $366M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.51K
+ 14.74%
$38.03 - $42.06 $57.3K - $63.4K
11.7K $491M
VNQ
Vanguard Specialized Funds Van

ETFs
66
+ 0.85%
$82.97 - $98.97 $5.48K - $6.53K
7.86K $752M
VBK
Vanguard Small Cap Growth ETF

ETFs
174
+ 7.35%
$240.48 - $267.94 $41.8K - $46.6K
2.54K $685M
VB
Vanguard Small Cap ETF

ETFs
246
+ 14.07%
$214.77 - $237.72 $52.8K - $58.5K
2K $475M
PSX
Phillips 66

Energy
750
+ 35.24%
$125.0 - $147.17 $93.8K - $110K
2.88K $378M
AEP
American Electric Power CO Inc

Utilities
663
+ 28.93%
$87.11 - $104.95 $57.8K - $69.6K
2.96K $295M
Activity Summary
Buys All Purchases 293 New Holdings 63 Increased Positions 230 Sells All Sells 305 Reductions 305 Sold out 0 Options Calls 0 Puts 1
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