Number of Shares
1,149
Previous 1,100 4.45%
Holding current value
$422 Million
Previous $308 Million 37.01%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
N/A
49 Added 4.45%
1,149 $422 Million
Q3 2024

Oct 25, 2024

BUY
N/A
1,100 New
1,100 $308 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.