Diversify Wealth Management, LLC RUBRIK INC. Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Number of Shares
38,280
Previous 36,269 5.54%
Holding current value
$2.9 Billion
Previous $3.2 Billion 9.45%
% of portfolio
0.17%
Previous 0.2%

Shares

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

Nov 10, 2025
BUY
N/A
2,011 Added 5.54%
38,280 $2.9 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
1,946 Added 5.67%
36,269 $3.2 Billion
Q1 2025

Apr 30, 2025
SELL
N/A
-23,176 Reduced 40.31%
34,323 $2.43 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
1,249 Added 2.22%
57,499 $3.65 Billion
Q3 2024

Oct 25, 2024
BUY
N/A
56,250 New
56,250 $2.12 Billion
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