Diversify Advisory Services, LLC ISHARES TR Transaction History

Diversify Advisory Services, LLC

  • $2.61 Trillion
  • Q2 2025
Number of Shares
9,466
Previous 8,609 9.95%
Holding current value
$275 Million
Previous $207 Million 33.11%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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