Diversify Wealth Management, LLC SILA REALTY TRUST INC Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Number of Shares
89,897
Previous 93,933 4.3%
Holding current value
$2.12 Billion
Previous $2.38 Billion 11.2%
% of portfolio
0.12%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
N/A
-4,036 Reduced 4.3%
89,897 $2.12 Billion
Q2 2025

Aug 14, 2025
SELL
N/A
-26,402 Reduced 21.94%
93,933 $2.38 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
8,894 Added 7.98%
120,335 $3.09 Billion
Q4 2024

Jan 16, 2025
SELL
N/A
-8,030 Reduced 6.72%
111,441 $2.58 Billion
Q3 2024

Oct 25, 2024
SELL
N/A
-15,627 Reduced 11.57%
119,471 $3.09 Billion
Q2 2024

Aug 08, 2024
BUY
N/A
135,098 New
135,098 $3.08 Billion
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