Diversify Wealth Management, LLC RUBRIK INC. Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024
Number of Shares
57,499
Previous 56,250 2.22%
Holding current value
$3.65 Billion
Previous $2.12 Billion 72.11%
% of portfolio
0.28%
Previous 0.2%

Shares

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

Choose your preferred platform and Sign Up 👇 Telegram Email