Diversified Portfolios, Inc. Purchases and Sells in Q4 2024

Diversified Portfolios, Inc.

$844 Million
Q4 2024

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSD	143K + 33.89%	$46.75 - $47.8 $6.67M - $6.82M	564K $26.4M
JMST	70.1K + 105.95%	$50.67 - $50.9 $3.55M - $3.57M	136K $6.91M
JAAA	70.1K + 49.55%	$50.62 - $50.97 $3.55M - $3.57M	211K $10.7M
AVDE	94.9K + 16.38%	$60.9 - $66.69 $5.78M - $6.33M	674K $41.4M
SCHF	106K + 358.5%	$18.41 - $40.87 $1.95M - $4.32M	135K $2.5M
AVEM	46.8K + 14.81%	$58.59 - $66.14 $2.74M - $3.1M	363K $21.3M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VMBS	133K New	$45.17 - $47.23 $6.01M - $6.28M	133K $6.03M
TOTL	23.6K New	$39.3 - $41.34 $928K - $976K	23.6K $929K
MBB	10K New	$91.26 - $95.82 $914K - $959K	10K $917K
SCHG	23.8K New	$25.93 - $105.3 $618K - $2.51M	23.8K $664K
FSMD	11.3K New	$40.75 - $44.85 $462K - $509K	11.3K $467K
VTEB	8.15K New	$49.79 - $51.14 $406K - $417K	8.15K $408K

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSB	-142K - 20.26%	$45.07 - $47.1 $6.41M - $6.7M	560K $25.3M
BSV	-78.2K - 19.71%	$77.02 - $78.58 $6.02M - $6.15M	319K $24.6M
BIV	-39.3K - 28.83%	$74.5 - $78.37 $2.93M - $3.08M	97.1K $7.26M
ICSH	-60.5K - 5.25%	$50.35 - $50.69 $3.05M - $3.07M	1.09M $55.1M
ESGV	-12.5K - 8.79%	$100.18 - $109.1 $1.25M - $1.36M	130K $13.6M
FLOT	-13.5K - 2.06%	$50.73 - $51.08 $682K - $687K	641K $32.6M

Activity Summary All Purchases 76 New Holdings 11 Increased Positions 65 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversified Portfolios, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Diversified Portfolios, Inc. with notifications on news.