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Advisors Inner Circle Fd Ii shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Advisors Inner Circle Fd Ii (EDGF) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Advisors Inner Circle Fd Ii

Tip: Access up to 7 years of quarterly data

All positions including Advisors Inner Circle Fd Ii held by Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Inner Circle Fd Ii by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $583k 23k 24.94
2025-06-30 $331k 13k 24.85
2025-03-31 $1.2M 50k 24.93
2024-12-31 $645k 26k 24.45

More positions owned by Diversify Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Servicenow (NOW)
Meta Platforms Cl A (META)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify Wealth Management

Top funds holding Advisors Inner Circle Fd Ii

CLS Investments
Advisor Group Holdings
Envestnet Asset Management
Strategic Blueprint
Gwn Securities
LPL Financial
3EDGE Asset Management
Potomac Fund Management
Cambridge Investment Research Advisors
CFS Investment Advisory Services
Savvy Advisors
Diversify Wealth Management
Ausdal Financial Partners
Private Advisor
Goldman Sachs Group

View all funds holding Advisors Inner Circle Fd Ii