Diversify Wealth Management, LLC AMERICAN CENTY ETF TR Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Number of Shares
6,711
Previous 6,484 3.5%
Holding current value
$440 Million
Previous $410 Million 7.51%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 10, 2025
BUY
N/A
227 Added 3.5%
6,711 $440 Million
Q2 2025

Aug 14, 2025
SELL
N/A
-75 Reduced 1.14%
6,484 $410 Million
Q1 2025

Apr 30, 2025
SELL
N/A
-72 Reduced 1.09%
6,559 $380 Million
Q4 2024

Jan 16, 2025
BUY
N/A
456 Added 7.38%
6,631 $382 Million
Q3 2024

Oct 25, 2024
BUY
N/A
6,175 New
6,175 $365 Million
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