Number of Shares
4,691
Previous 4,867 3.62%
Holding current value
$370 Million
Previous $375 Million 1.4%
% of portfolio
0.04%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
N/A
-176 Reduced 3.62%
4,691 $370 Million
Q2 2024

Aug 08, 2024

BUY
N/A
4,867 New
4,867 $375 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.