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

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Number of Shares
31,929
Previous 22,368 42.74%
Holding current value
$845 Million
Previous $588 Million 43.72%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Aug 14, 2025
BUY
N/A
9,561 Added 42.74%
31,929 $845 Million
Q1 2025

Apr 30, 2025
SELL
N/A
-289 Reduced 1.28%
22,368 $588 Million
Q4 2024

Jan 16, 2025
BUY
N/A
22,657 New
22,657 $554 Million
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