Diversify Wealth Management, LLC PEAKSTONE REALTY TRUST Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024
Number of Shares
12,143
Previous 14,163 14.26%
Holding current value
$128 Million
Previous $190 Million 32.45%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jan 16, 2025
SELL
N/A
-2,020 Reduced 14.26%
12,143 $128 Million
Q3 2024

Oct 25, 2024
SELL
N/A
-947 Reduced 6.27%
14,163 $190 Million
Q2 2024

Aug 08, 2024
BUY
N/A
15,110 New
15,110 $181 Million
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