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

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Number of Shares
44,350
Previous 31,929 38.9%
Holding current value
$1.28 Billion
Previous $845 Million 51.81%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Nov 10, 2025
BUY
N/A
12,421 Added 38.9%
44,350 $1.28 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
9,561 Added 42.74%
31,929 $845 Million
Q1 2025

Apr 30, 2025
SELL
N/A
-289 Reduced 1.28%
22,368 $588 Million
Q4 2024

Jan 16, 2025
BUY
N/A
22,657 New
22,657 $554 Million
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