Diversify Wealth Management’s nCino NCNO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$323K	Sell
2025 Q1	$309K	Sell
2024 Q4	$459K	Sell
2024 Q3	$569K	Sell
2024 Q2	$2.73M	Buy