Diversify Wealth Management, LLC LAM RESEARCH CORP Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Number of Shares
60,205
Previous 51,486 16.93%
Holding current value
$4.27 Billion
Previous $3.84 Billion 11.06%
% of portfolio
0.32%
Previous 0.3%

Shares

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

Apr 30, 2025
BUY
N/A
8,719 Added 16.93%
60,205 $4.27 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
51,486 New
51,486 $3.84 Billion
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