Diversify Advisory Services, LLC THOMSON REUTERS CORP Transaction History

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025
Number of Shares
1,733
Previous 2,890 40.03%
Holding current value
$270 Million
Previous $492 Million 45.17%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 12, 2025
SELL
N/A
-1,157 Reduced 40.03%
1,733 $270 Million
Q2 2025

Aug 14, 2025
BUY
N/A
2,890 New
2,890 $492 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