Diversify Wealth Management, LLC BLACKROCK INC Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Number of Shares
252
Previous 260 3.08%
Holding current value
$293 Million
Previous $239 Million 22.27%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 14, 2025
SELL
N/A
-8 Reduced 3.08%
252 $293 Million
Q1 2025

Apr 30, 2025
SELL
N/A
-11 Reduced 4.06%
260 $239 Million
Q4 2024

Jan 16, 2025
BUY
N/A
271 New
271 $259 Million
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