Diversify Wealth Management, LLC Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 11,444 shares of XONE stock, worth $0. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,444
Previous 9,260 23.59%
Holding current value
$0
Previous $459 Million 24.11%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 30, 2025
BUY
N/A
2,184 Added 23.59%
11,444 $569 Million
Q4 2024

Jan 16, 2025
SELL
N/A
-29 Reduced 0.31%
9,260 $459 Million
Q3 2024

Oct 25, 2024
BUY
N/A
4,497 Added 93.84%
9,289 $462 Million
Q2 2024

Aug 08, 2024
BUY
N/A
4,792 New
4,792 $238 Million

Others Institutions Holding XONE

# of Institutions
98
Shares Held
10M
Call Options Held
0
Put Options Held
0
View Full List

About Bondbloxx Bloomberg One Year Target Duration US Treasury ETF

XONE Quotes by TradingView
  • Ticker XONE
  • Sector Industrial Goods
  • Industry Diversified Machinery
  • Shares Outstandng 22,216,500
  • Market Cap $597M
More about XONE
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