Diversify Wealth Management, LLC NEOS ETF TRUST Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Number of Shares
7,187
Previous 5,633 27.59%
Holding current value
$387 Million
Previous $268 Million 44.22%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 14, 2025
BUY
N/A
1,554 Added 27.59%
7,187 $387 Million
Q1 2025

Apr 30, 2025
BUY
N/A
5,633 New
5,633 $268 Million
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