DIVERSIFY WEALTH MANAGEMENT, LLC
Holdings in AEG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,173,739 | 152,236 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $1,185,196 | 148,335 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,039,063 | 143,517 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $795,702 | 120,744 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $643,305 | 109,220 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $582,359 | 91,136 | Shares | Sole | 2024-10-25 |
| 2024-06-30 | $525,120 | 85,664 | Shares | Sole | 2024-08-08 |