Diversify Wealth Management, LLC VIKING HOLDINGS LTD Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Number of Shares
61,331
Previous 58,416 4.99%
Holding current value
$2.52 Billion
Previous $2.55 Billion 1.19%
% of portfolio
0.19%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
N/A
2,915 Added 4.99%
61,331 $2.52 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
1,960 Added 3.47%
58,416 $2.55 Billion
Q3 2024

Oct 25, 2024
BUY
N/A
56,456 New
56,456 $2.17 Billion
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