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 $2.4 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
29,756
Previous 26,694
11.47%
Holding current value
$2.4 Million
Previous $1.59 Billion
27.37%
% of portfolio
0.2%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding MC
# of Institutions
324Shares Held
72.8MCall Options Held
105KPut Options Held
26.1K-
Vanguard Group Inc Valley Forge, PA8.15MShares$656 Million0.01% of portfolio
-
Black Rock Inc. New York, NY8.15MShares$656 Million0.01% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA7.19MShares$579 Million1.03% of portfolio
-
London CO Of Virginia Richmond, VA3.62MShares$292 Million1.16% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT3.58MShares$288 Million1.1% of portfolio
About Moelis & Co
- Ticker MC
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 61,011,100
- Market Cap $4.91B
- 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,...