Diversify Wealth Management’s Evercore EVR Stock Holding History

Diversify Wealth Management’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$550K	Sell
2025 Q1	$381K	Sell
2024 Q4	$537K	Sell
2024 Q3	$544K	Sell
2024 Q2	$496K	Buy