Diversify Wealth Management’s PTC PTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.5M	Buy
2025 Q1	$875K	Buy
2024 Q4	$840K	Buy
2024 Q3	$600K	Buy
2024 Q2	$491K	Buy