Diversify Advisory Services, LLC PROFESIONALLY MANAGED PORTFO Transaction History

Diversify Advisory Services, LLC

  • $1.6 Trillion
  • Q1 2025
Number of Shares
32,342
Previous 34,061 5.05%
Holding current value
$901 Million
Previous $1.02 Billion 11.73%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
N/A
-1,719 Reduced 5.05%
32,342 $901 Million
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
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