Divergent Wealth Advisors quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, Divergent Wealth Advisors opened 0 positions, added to 2, reduced 1, sold out of 0 and left 0 unchanged. The largest increase in value was IAU (+$103,306); the largest decrease was UNP (-$6,249).
- IAU: Country of operation United States; Class ISHARES NEW; Shares 2024-06-30 17,258; Shares 2024-09-30 17,333.
- AAPL: Country of operation United States; Class COM; Shares 2024-06-30 1,507; Shares 2024-09-30 1,508.
Two Form 13F-HR filings compared (SEC CIK 1731275): 2024-06-30 (filed 2024-07-17) and 2024-09-30 (filed 2024-10-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||