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 $825,211. This represents 0.04% of its overall portfolio holdings.
Number of Shares
19,142
Previous 25,555
25.09%
Holding current value
$825,211
Previous $1.12 Billion
27.58%
% of portfolio
0.04%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding FIXD
# of Institutions
358Shares Held
100MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$536 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$407 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$336 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$304 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$169 Million0.04% of portfolio