Diversify Advisory Services, LLC First Tr ETF Viii Tcw Opportun Transaction History
Diversify Advisory Services, LLC
- $1.82 Trillion
- Q2 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 25,555 shares of FIXD stock, worth $1.14 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
25,555
Previous 31,541
18.98%
Holding current value
$1.14 Million
Previous $1.36 Billion
18.62%
% of portfolio
0.06%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding FIXD
# of Institutions
358Shares Held
97.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$510 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.81MShares$394 Million0.19% of portfolio
-
Signature Estate & Investment Advisors LLC7.53MShares$337 Million8.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.02MShares$314 Million0.07% of portfolio
-
Ubs Group Ag3.63MShares$162 Million0.04% of portfolio