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

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Number of Shares
18,302
Previous 45,793 60.03%
Holding current value
$436 Million
Previous $1.13 Billion 61.49%
% of portfolio
0.03%
Previous 0.09%

Shares

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