Diversify Wealth Management, LLC BROOKFIELD ASSET MANAGMT LTD Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Number of Shares
22,314
Previous 19,862 12.35%
Holding current value
$1.4 Billion
Previous $1.07 Billion 30.79%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Aug 14, 2025
BUY
N/A
2,452 Added 12.35%
22,314 $1.4 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
2,669 Added 15.52%
19,862 $1.07 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
2,222 Added 14.84%
17,193 $895 Million
Q3 2024

Oct 25, 2024
BUY
N/A
1,497 Added 11.11%
14,971 $758 Million
Q2 2024

Aug 08, 2024
BUY
N/A
13,474 New
13,474 $531 Million
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