Diversify Wealth Management, LLC QXO INC Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024
Number of Shares
10,009
Previous 10,333 3.14%
Holding current value
$157 Million
Previous $156 Million 0.73%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
N/A
-324 Reduced 3.14%
10,009 $157 Million
Q3 2024

Oct 25, 2024
BUY
N/A
10,333 New
10,333 $156 Million
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