DIVERSIFY WEALTH MANAGEMENT, LLC Top 13F Holdings
Jun 30, 2024 · Diversify Wealth Management is a large advisory firm with 1311 clients and discretionary assets under management (AUM) of $457,783,467 (Form ADV from 2024-07-19). Their last reported 13F filing for Q2 2024 included $804,246,911 in managed 13F securities …
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DIVERSIFY WEALTH MANAGEMENT, LLC Top 13F Holdings
1 week from now
Jun 30, 2024 · Diversify Wealth Management is a large advisory firm with 1311 clients and discretionary assets under management (AUM) of $457,783,467 (Form ADV from 2024-07-19). Their last reported 13F filing for Q2 2024 included $804,246,911 in managed 13F securities …
whalewisdom.com
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DIVERSIFY WEALTH MANAGEMENT, LLC - 13F
1 week from now
Diversify Wealth Management, LLC reported 432 holdings with total value $804 M as of Q2 2024. ... SPY, SPYV, and SPYG. DIVERSIFY WEALTH MANAGEMENT, LLC 13F Portfolio Filings …
13f.info
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Diversify Wealth Management 13F Annual Report (2024) - Wallmine
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As of 1st August 2024, Diversify Wealth Management’s top holding is 4,035,841 shares of Dimensional Etf Trust currently worth over $130 billion and making up 16.2% of the portfolio …
wallmine.com
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Diversify Wealth Management, LLC Q3 2024 13F Top Portfolio …
1 week from now
Diversify Wealth Management, LLC reported 469 holdings with total value $1.04 B as of Q3 2024. Top holdings included DFAU, SPY, SPYG, SPYV, and NVDA. DIVERSIFY WEALTH …
13f.info
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DIVERSIFY WEALTH MANAGEMENT, LLC - GuruFocus
1 week from now
Past Performances and the history of Asset Under Management DIVERSIFY WEALTH MANAGEMENT, LLC. Current Holdings: 432Stocks Top holdings: DFAU(5.40%) …
gurufocus.com
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Diversify Wealth Management, LLC Q2 2024 13F Top Portfolio …
1 week from now
Diversify Wealth Management, LLC reported 432 holdings with total value $804 M as of Q2 2024. Top holdings included DFAU, DFAC, SPY, SPYV, and SPYG. DIVERSIFY WEALTH …
13f.info
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Home | Corient
1 week from now
Speak to a Partner. Corient manages $185 billion in client assets. All data as of September 30, 2024. Client assets reflect the aggregate assets of Corient Holdings Inc. (“Holdings”), Corient …
corient.com
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BROPHY WEALTH MANAGEMENT, LLC Top 13F Holdings
1 week from now
Sep 30, 2024 · Brophy Wealth Management is based out of Bedford. Their last reported 13F filing for Q3 2024 included $279,409,973 in managed 13F securities and a top 10 holdings …
whalewisdom.com
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