Diversify Wealth Management, LLC VIKING HOLDINGS LTD Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025
Number of Shares
67,456
Previous 65,247 3.39%
Holding current value
$4.08 Billion
Previous $3.9 Billion 4.67%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Nov 10, 2025
BUY
N/A
2,209 Added 3.39%
67,456 $4.08 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
3,916 Added 6.39%
65,247 $3.9 Billion
Q1 2025

Apr 30, 2025
BUY
N/A
2,915 Added 4.99%
61,331 $2.52 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
1,960 Added 3.47%
58,416 $2.55 Billion
Q3 2024

Oct 25, 2024
BUY
N/A
56,456 New
56,456 $2.17 Billion
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