Diversify Wealth Management, LLC RUBRIK INC. Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Number of Shares
36,269
Previous 34,323 5.67%
Holding current value
$3.2 Billion
Previous $2.43 Billion 31.98%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Aug 14, 2025
BUY
N/A
1,946 Added 5.67%
36,269 $3.2 Billion
Q1 2025

Apr 30, 2025
SELL
N/A
-23,176 Reduced 40.31%
34,323 $2.43 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
1,249 Added 2.22%
57,499 $3.65 Billion
Q3 2024

Oct 25, 2024
BUY
N/A
56,250 New
56,250 $2.12 Billion
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