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Diversified Trust’s Maximus MMS Stock Holding History

Diversified Trust’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$773K Buy
11,014
+115
+1% +$8.07K 0.02% 451
2025
Q1 		$743K Buy
10,899
+511
+5% +$34.8K 0.02% 450
2024
Q4 		$775K Buy
10,388
+2,056
+25% +$153K 0.02% 450
2024
Q3 		$776K Buy
+8,332
New +$776K 0.02% 458