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

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Number of Shares
11,550
Previous 11,396 1.35%
Holding current value
$282 Million
Previous $257 Million 9.58%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 30, 2025
BUY
N/A
154 Added 1.35%
11,550 $282 Million
Q4 2024

Jan 16, 2025
BUY
N/A
11,396 New
11,396 $257 Million
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