Diversify Wealth Management, LLC NEOS ETF TRUST Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Number of Shares
15,868
Previous 7,187 120.79%
Holding current value
$884 Million
Previous $387 Million 128.41%
% of portfolio
0.05%
Previous 0.02%

Shares

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

Nov 10, 2025
BUY
N/A
8,681 Added 120.79%
15,868 $884 Million
Q2 2025

Aug 14, 2025
BUY
N/A
1,554 Added 27.59%
7,187 $387 Million
Q1 2025

Apr 30, 2025
BUY
N/A
5,633 New
5,633 $268 Million
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email