DWM
ZEO

Diversify Wealth Management’s Zeo Energy ZEO Stock Holding History

Diversify Wealth Management’s Portfolio ZEO Stock Details ZEO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100,000
Closed -$380K – 503
2024
Q2 		$380K Buy
+100,000
New +$380K 0.05% 321