Diversify Advisory Services, LLC PROFESIONALLY MANAGED PORTFO Transaction History

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024
Number of Shares
34,061
Previous 49,979 31.85%
Holding current value
$1.02 Billion
Previous $1.48 Billion 30.9%
% of portfolio
0.06%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
N/A
-15,918 Reduced 31.85%
34,061 $1.02 Billion
Q3 2024

Oct 24, 2024
BUY
N/A
749 Added 1.52%
49,979 $1.48 Billion
Q2 2024

Jul 12, 2024
BUY
N/A
49,230 New
49,230 $1.4 Billion
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