Diversify Wealth Management, LLC Moelis & CO Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Moelis & CO stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 76,298 shares of MC stock, worth $4.32 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
76,298
Previous 58,976
29.37%
Holding current value
$4.32 Million
Previous $4.21 Billion
3.46%
% of portfolio
0.3%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding MC
# of Institutions
417Shares Held
75.1MCall Options Held
83.7KPut Options Held
12.8K-
Vanguard Group Inc Valley Forge, PA8.31MShares$471 Million0.01% of portfolio
-
Black Rock Inc. New York, NY8.15MShares$462 Million0.01% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA6.92MShares$392 Million1.03% of portfolio
-
London CO Of Virginia Richmond, VA3.54MShares$201 Million1.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.94MShares$167 Million0.03% of portfolio
About Moelis & Co
- Ticker MC
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 61,011,100
- Market Cap $3.46B
- 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,...