Diversify Wealth Management, LLC BLACKROCK INC Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Number of Shares
311
Previous 252 23.41%
Holding current value
$332 Million
Previous $293 Million 13.48%
% of portfolio
0.02%
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
59 Added 23.41%
311 $332 Million
Q2 2025

Aug 14, 2025
SELL
N/A
-8 Reduced 3.08%
252 $293 Million
Q1 2025

Apr 30, 2025
SELL
N/A
-11 Reduced 4.06%
260 $239 Million
Q4 2024

Jan 16, 2025
BUY
N/A
271 New
271 $259 Million
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email