Diversify Wealth Management, LLC CAPITAL GROUP CORE BALANCED Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Number of Shares
15,873
Previous 11,911 33.26%
Holding current value
$552 Million
Previous $405 Million 36.12%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 10, 2025
BUY
N/A
3,962 Added 33.26%
15,873 $552 Million
Q2 2025

Aug 14, 2025
BUY
N/A
1,467 Added 14.05%
11,911 $405 Million
Q1 2025

Apr 30, 2025
BUY
N/A
10,444 New
10,444 $323 Million
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