Diversify Wealth Management, LLC PROFESIONALLY MANAGED PORTFO Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Number of Shares
9,720
Previous 10,985 11.52%
Holding current value
$316 Million
Previous $306 Million 3.38%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-1,265 Reduced 11.52%
9,720 $316 Million
Q1 2025

Apr 30, 2025
SELL
N/A
-453 Reduced 3.96%
10,985 $306 Million
Q4 2024

Jan 16, 2025
BUY
N/A
11,438 New
11,438 $343 Million
Q2 2024

Aug 08, 2024
BUY
N/A
7,175 New
7,175 $200 Million
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