Diversify Wealth Management, LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Number of Shares
3,617
Previous 3,561 1.57%
Holding current value
$336 Million
Previous $372 Million 9.64%
% 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
56 Added 1.57%
3,617 $336 Million
Q2 2025

Aug 14, 2025
BUY
N/A
1 Added 0.03%
3,561 $372 Million
Q1 2025

Apr 30, 2025
BUY
N/A
186 Added 5.51%
3,560 $296 Million
Q4 2024

Jan 16, 2025
BUY
N/A
3,374 New
3,374 $279 Million
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