Back to SUNFF

DIVERSIFY WEALTH MANAGEMENT, LLC → SUNFF

DIVERSIFY WEALTH MANAGEMENT, LLC SUNFF Position History

Sun Life Financial Inc. • Financial Services

Quarters held
3
Latest value
$778K
Q3 2026
Peak value
$790K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$634K
Q2 2026$790K
Q3 2026$778K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$778K9.9K——
Q2 2026$790K9.5K——
Q1 2026$634K9.0K——

Other funds holding SUNFF

Other DIVERSIFY WEALTH MANAGEMENT, LLC positions

NVDA

NVIDIA CORPORATION

$332.8M
NVDA

NVIDIA CORPORATION

$272.4M
NVDA

NVIDIA CORPORATION

$242M
STT-PG

SPDR SERIES TRUST

$233.5M
SPY

STATE STR SPDR S&P 500 ETF T

$231.4M
SPY

STATE STR SPDR S&P 500 ETF T

$225.8M
SPY

STATE STR SPDR S&P 500 ETF T

$210.1M
STT-PG

SPDR SERIES TRUST

$202.3M