Diversify Advisory Services, LLC LISTED FDS TR Transaction History

Diversify Advisory Services, LLC

  • $2.61 Trillion
  • Q2 2025
Number of Shares
6,824
Previous 4,423 54.28%
Holding current value
$413 Million
Previous $206 Million 100.56%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Aug 14, 2025
BUY
N/A
2,401 Added 54.28%
6,824 $413 Million
Q1 2025

May 05, 2025
BUY
N/A
309 Added 7.51%
4,423 $206 Million
Q4 2024

Jan 16, 2025
BUY
N/A
4,114 New
4,114 $224 Million
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