Diversify Advisory Services, LLC FRANKLIN TEMPLETON ETF TR Transaction History

Diversify Advisory Services, LLC

  • $2.61 Trillion
  • Q2 2025
Number of Shares
5,595
Previous 4,924 13.63%
Holding current value
$455 Million
Previous $299 Million 52.37%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 14, 2025
BUY
N/A
671 Added 13.63%
5,595 $455 Million
Q1 2025

May 05, 2025
SELL
N/A
-4,251 Reduced 46.33%
4,924 $299 Million
Q4 2024

Jan 16, 2025
BUY
N/A
400 Added 4.56%
9,175 $619 Million
Q3 2024

Oct 24, 2024
BUY
N/A
750 Added 9.35%
8,775 $559 Million
Q2 2024

Jul 12, 2024
BUY
N/A
1,100 Added 15.88%
8,025 $529 Million
Q1 2024

Apr 30, 2024
BUY
N/A
6,925 New
6,925 $405 Million
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