Number of Shares
5,838
Previous 7,392 21.02%
Holding current value
$218 Million
Previous $283 Million 22.96%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jan 16, 2025

SELL
N/A
-1,554 Reduced 21.02%
5,838 $218 Million
Q3 2024

Oct 25, 2024

SELL
N/A
-1,454 Reduced 16.44%
7,392 $283 Million
Q2 2024

Aug 08, 2024

BUY
N/A
8,846 New
8,846 $303 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.