Diversify Wealth Management, LLC ADVISORS INNER CIRCLE FD II Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Number of Shares
19,046
Previous 18,734 1.67%
Holding current value
$548 Million
Previous $500 Million 9.58%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 10, 2025
BUY
N/A
312 Added 1.67%
19,046 $548 Million
Q2 2025

Aug 14, 2025
BUY
N/A
432 Added 2.36%
18,734 $500 Million
Q1 2025

Apr 30, 2025
SELL
N/A
-27,491 Reduced 60.03%
18,302 $436 Million
Q4 2024

Jan 16, 2025
BUY
N/A
45,793 New
45,793 $1.13 Billion
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