Diversify Wealth Management, LLC Moelis & CO Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Moelis & CO stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 29,756 shares of MC stock, worth $2.24 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
29,756
Previous 26,694
11.47%
Holding current value
$2.24 Million
Previous $1.59 Billion
27.37%
% of portfolio
0.2%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding MC
# of Institutions
358Shares Held
69.9MCall Options Held
126KPut Options Held
65.3K-
Black Rock Inc. New York, NY8.15MShares$615 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.05MShares$607 Million0.01% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA7.23MShares$546 Million1.13% of portfolio
-
London CO Of Virginia Richmond, VA3.69MShares$278 Million1.36% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT2.85MShares$215 Million0.97% of portfolio
About Moelis & Co
- Ticker MC
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 61,011,100
- Market Cap $4.6B
- Description
- Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The company offers its services to public multinational corporations, middle market private companies,...