Diversify Wealth Management, LLC RUBRIK INC. Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Number of Shares
34,323
Previous 57,499 40.31%
Holding current value
$2.43 Billion
Previous $3.65 Billion 33.46%
% of portfolio
0.18%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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