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Diversify Wealth Management’s Factset FDS Stock Holding History

Diversify Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-450
Closed -$204K – 521
2024
Q4 		$204K Sell
450
-25
-5% -$11.3K 0.02% 489
2024
Q3 		$220K Buy
+475
New +$220K 0.02% 443