Diversify Advisory Services, LLC ISHARES TR Transaction History

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025
Number of Shares
9,029
Previous 9,466 4.62%
Holding current value
$286 Million
Previous $275 Million 3.87%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
N/A
-437 Reduced 4.62%
9,029 $286 Million
Q2 2025

Aug 14, 2025
BUY
N/A
857 Added 9.95%
9,466 $275 Million
Q1 2025

May 05, 2025
BUY
N/A
8,609 New
8,609 $207 Million
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, 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 Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email