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

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Number of Shares
49,736
Previous 26,362 88.67%
Holding current value
$1.24 Billion
Previous $645 Million 92.33%
% of portfolio
0.09%
Previous 0.05%

Shares

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

Apr 30, 2025
BUY
N/A
23,374 Added 88.67%
49,736 $1.24 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
26,362 New
26,362 $645 Million
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email