Diversify Wealth Management, LLC TORTOISE CAPITAL SERIES TRUS Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025
Number of Shares
37,311
Holding current value
$1.32 Billion
% of portfolio
0.08%

Shares

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

Aug 14, 2025
BUY
N/A
37,311 New
37,311 $1.32 Billion
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