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Diversify Wealth Management’s Houlihan Lokey HLI Stock Holding History

Diversify Wealth Management’s Portfolio HLI Stock Details HLI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$306K Buy
1,582
+159
+11% +$30.7K 0.02% 456
2025
Q1 		$231K Buy
+1,423
New +$231K 0.02% 474