Diversify Wealth Management, LLC BROOKFIELD ASSET MANAGMT LTD Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024
Number of Shares
17,193
Previous 14,971 14.84%
Holding current value
$895 Million
Previous $758 Million 18.06%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
N/A
2,222 Added 14.84%
17,193 $895 Million
Q3 2024

Oct 25, 2024
BUY
N/A
1,497 Added 11.11%
14,971 $758 Million
Q2 2024

Aug 08, 2024
BUY
N/A
13,474 New
13,474 $531 Million
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