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

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Number of Shares
23,355
Previous 13,304 75.55%
Holding current value
$582 Million
Previous $331 Million 76.19%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 10, 2025
BUY
N/A
10,051 Added 75.55%
23,355 $582 Million
Q2 2025

Aug 14, 2025
SELL
N/A
-36,432 Reduced 73.25%
13,304 $331 Million
Q1 2025

Apr 30, 2025
BUY
N/A
23,374 Added 88.67%
49,736 $1.24 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
26,362 New
26,362 $645 Million
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