Diversify Wealth Management, LLC AMERICAN HEALTHCARE REIT INC Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Number of Shares
27,480
Previous 22,175 23.92%
Holding current value
$878 Million
Previous $604 Million 45.46%
% of portfolio
0.07%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
N/A
5,305 Added 23.92%
27,480 $878 Million
Q4 2024

Jan 16, 2025
SELL
N/A
-947 Reduced 4.1%
22,175 $604 Million
Q3 2024

Oct 25, 2024
SELL
N/A
-10,580 Reduced 31.39%
23,122 $594 Million
Q2 2024

Aug 08, 2024
BUY
N/A
33,702 New
33,702 $528 Million
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