Diversify Advisory Services, LLC PROFESIONALLY MANAGED PORTFO Transaction History

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025
Number of Shares
26,974
Previous 25,244 6.85%
Holding current value
$895 Million
Previous $822 Million 8.89%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2025
BUY
N/A
1,730 Added 6.85%
26,974 $895 Million
Q2 2025

Aug 14, 2025
SELL
N/A
-7,098 Reduced 21.95%
25,244 $822 Million
Q1 2025

May 05, 2025
SELL
N/A
-1,719 Reduced 5.05%
32,342 $901 Million
Q4 2024

Jan 16, 2025
SELL
N/A
-15,918 Reduced 31.85%
34,061 $1.02 Billion
Q3 2024

Oct 24, 2024
BUY
N/A
749 Added 1.52%
49,979 $1.48 Billion
Q2 2024

Jul 12, 2024
BUY
N/A
49,230 New
49,230 $1.4 Billion
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