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Company Main View
Name:
Divergent Wealth Advisors LLC
City:
MIDVALE
State:
UT
Zip:
84047
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$500,002,000
Total Value Change :
$22,118,000
Securities Held Change :
-3
All Securities Held :
31
New Positions
:
1
Closed Positions
:
4
Increased Positions
:
11
Unchanged Positions
:
8
Decreased Positions
:
11
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
APVO
Aptevo Therapeutics Inc.
32
Closed
$0.13
$0
0
0%
-2,000
-10,000
0
N/A
SLQD
iShares 0-5 Year Investment...
35
Closed
$49.28
$0
0
0%
-672,000
-13,657
0
N/A
VEA
Vanguard Europe Pacific ETF
34
Closed
$49.56
$0
0
0%
-218,000
-4,542
0
Closed - End Fund - F...
ISTB
Ishares Core Short Term Us ...
33
Closed
$47.44
$0
0
0%
-12,080,000
-253,997
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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