Number of Shares
10,138
Previous 13,096 22.59%
Holding current value
$139 Million
Previous $208 Million 33.35%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
N/A
-2,958 Reduced 22.59%
10,138 $139 Million
Q2 2024

Jul 12, 2024

BUY
N/A
13,096 New
13,096 $208 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.