Diversify Advisory Services, LLC First Tr Lge Cap Growth Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
Shares
3 transactions
Others Institutions Holding FTC
# of Institutions
211Shares Held
6.07MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY825KShares$106 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC714KShares$92 Million0.04% of portfolio
-
Janney Montgomery Scott LLC448KShares$57.7 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA419KShares$54.1 Million0.01% of portfolio
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Ubs Group Ag266KShares$34.3 Million0.01% of portfolio