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  Name: Divergent Wealth Advisors LLC
  City: MIDVALE
  State: UT
  Zip: 84047
   
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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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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
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 34 Closed $49.56 $0 0 0% -218,000 -4,542 0    Closed - End Fund - F...
   (ISTB)1 Year Chart         ISTB Ishares Core Short Term Us ... 33 Closed $47.22 $0 0 0% -12,080,000 -253,997 0    N/A
   (APVO)1 Year Chart         APVO Aptevo Therapeutics Inc. 32 Closed $0.13 $0 0 0% -2,000 -10,000 0    N/A
   (SLQD)1 Year Chart         SLQD iShares 0-5 Year Investment... 35 Closed $49.13 $0 0 0% -672,000 -13,657 0    N/A

      4 Records Found
  1    
Page 1 of 1
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