Diversify Advisory Services, LLC Ishares Morningstar U.S. Equit Transaction History
Diversify Advisory Services, LLC
- $1.82 Trillion
- Q2 2024
A detailed history of Diversify Advisory Services, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 5,267 shares of ILCB stock, worth $408,508. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,267
Previous 5,687
7.39%
Holding current value
$408,508
Previous $411 Million
1.73%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding ILCB
# of Institutions
166Shares Held
4.25MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY473KShares$36.7 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY450KShares$34.9 Million0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN425KShares$32.9 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC192KShares$14.9 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC182KShares$14.1 Million0.01% of portfolio