Diversify Advisory Services, LLC TORTOISE CAPITAL SERIES TRUS Transaction History

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025
Number of Shares
17,084
Previous 13,211 29.32%
Holding current value
$588 Million
Previous $466 Million 26.16%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2025
BUY
N/A
3,873 Added 29.32%
17,084 $588 Million
Q2 2025

Aug 14, 2025
BUY
N/A
13,211 New
13,211 $466 Million
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