DIVERSIFY WEALTH MANAGEMENT, LLC
Position in SEIX — Virtus Seix Senior Loan ETF
CIK 2030780
SANDY, UT
All Filings in SEIX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SEIX | $255,274 | 11,070 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 SEIX | $241,433 | 10,342 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 SEIX | $376,567 | 15,963 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 SEIX | $465,262 | 19,748 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 SEIX | $789,848 | 33,454 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 SEIX | $1,088,527 | 45,488 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 SEIX | $1,088,159 | 45,721 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 SEIX | $1,121,701 | 47,071 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||