Diversify Wealth Management, LLC AEGON LTD Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Number of Shares
143,517
Previous 120,744 18.86%
Holding current value
$1.07 Billion
Previous $787 Million 35.63%
% of portfolio
0.07%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
22,773 Added 18.86%
143,517 $1.07 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
11,524 Added 10.55%
120,744 $787 Million
Q4 2024

Jan 16, 2025
BUY
N/A
18,084 Added 19.84%
109,220 $649 Million
Q3 2024

Oct 25, 2024
BUY
N/A
5,472 Added 6.39%
91,136 $583 Million
Q2 2024

Aug 08, 2024
BUY
N/A
85,664 New
85,664 $501 Million
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