Diversify Advisory Services, LLC First Tr ETF Viii Tcw Opportun Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Diversify Advisory Services, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 19,142 shares of FIXD stock, worth $830,954. This represents 0.04% of its overall portfolio holdings.
Number of Shares
19,142
Previous 25,555
25.09%
Holding current value
$830,954
Previous $1.12 Billion
27.58%
% of portfolio
0.04%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding FIXD
# of Institutions
354Shares Held
100MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$540 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$409 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$338 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$306 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$170 Million0.04% of portfolio