Number of Shares
14,163
Previous 15,110 6.27%
Holding current value
$190 Million
Previous $181 Million 4.94%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 25, 2024

SELL
N/A
-947 Reduced 6.27%
14,163 $190 Million
Q2 2024

Aug 08, 2024

BUY
N/A
15,110 New
15,110 $181 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.