Diversify Wealth Management, LLC ADVISORS INNER CIRCLE FD II Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Number of Shares
56,976
Previous 45,956 23.98%
Holding current value
$1.6 Billion
Previous $1.23 Billion 30.39%
% of portfolio
0.09%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
N/A
11,020 Added 23.98%
56,976 $1.6 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
34,406 Added 297.89%
45,956 $1.23 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
154 Added 1.35%
11,550 $282 Million
Q4 2024

Jan 16, 2025
BUY
N/A
11,396 New
11,396 $257 Million
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