A detailed history of Aviso Wealth Management transactions in Discover Financial Services stock. As of the latest transaction made, Aviso Wealth Management holds 1,920 shares of DFS stock, worth $335,232. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,920
Previous 1,975 2.78%
Holding current value
$335,232
Previous $258 Million 4.26%
% of portfolio
0.15%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$123.41 - $144.72 $6,787 - $7,959
-55 Reduced 2.78%
1,920 $269 Million
Q1 2024

May 14, 2024

SELL
$97.0 - $131.09 $43,650 - $58,990
-450 Reduced 18.56%
1,975 $259 Million
Q4 2023

Feb 13, 2024

BUY
$80.49 - $112.57 $195,188 - $272,982
2,425 New
2,425 $273 Million

Others Institutions Holding DFS

About Discover Financial Services


  • Ticker DFS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 273,225,984
  • Market Cap $47.7B
  • Description
  • Discover Financial Services, through its subsidiaries, provides digital banking products and services, and payment services in the United States. It operates in two segments, Digital Banking and Payment Services. The Digital Banking segment offers Discover-branded credit cards to individuals; private student loans, personal loans, home loans, an...
More about DFS
Track This Portfolio

Track Aviso Wealth Management Portfolio

Follow Aviso Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aviso Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Aviso Wealth Management with notifications on news.