Diversify Wealth Management, LLC TORTOISE CAPITAL SERIES TRUS Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Number of Shares
39,413
Previous 37,311 5.63%
Holding current value
$1.36 Billion
Previous $1.32 Billion 3.06%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 10, 2025
BUY
N/A
2,102 Added 5.63%
39,413 $1.36 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
37,311 New
37,311 $1.32 Billion
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