Diversify Advisory Services LLC Has $396,000 Position ... - ETF Daily …

Diversify Advisory Services LLC Has $396,000 Position ... - ETF Daily …

2 weeks from now

Jan 23, 2025  · Diversify Advisory Services LLC grew its holdings in Duke Energy Co. (NYSE:DUK – Free Report) by 21.5% in the 4th quarter, according to its most recent disclosure with the …

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5,561 Shares In SPDR Portfolio S&P 500 ETF (NYSEARCA ... - ETF …

2 weeks from now

Jan 23, 2025  · Recent News. Diversify Advisory Services LLC Has $396,000 Position in Duke Energy Co. (NYSE:DUK) Diversify Advisory Services LLC Buys 2,329 Shares of UBS Group …

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Diversify Wealth Management LLC Decreases Stock ... - ETF Daily …

2 weeks from now

Jan 23, 2025  · Diversify Advisory Services LLC Has $396,000 Position in Duke Energy Co. Diversify Advisory Services LLC Buys 2,329 Shares of UBS Group AG Diversify Advisory …

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Diversify Advisory Services LLC Has $39.63 Million Stock Position In ...

2 weeks from now

4 days ago  · Diversify Advisory Services LLC trimmed its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 2.0% during the 4th quarter, according to its most recent 13F filing with …

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DIVERSIFY ADVISORY SERVICES, LLC - WhaleWisdom.com

2 weeks from now

Diversify Advisory Services is a large advisory firm with 13027 clients and discretionary assets under management (AUM) of $2,795,887,479 (Form ADV from 2024-10-28). Their last …

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Diversify Advisory Services LLC Has $3.10 Million Position

2 weeks from now

Jan 20, 2025  · Diversify Advisory Services LLC lifted its stake in Zscaler, Inc. (NASDAQ:ZS - Free Report) by 18.6% in the 4th quarter, according to the company in its most recent Form 13F …

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Diversify Advisory Services LLC Purchases 800 Shares ... - ETF Daily …

2 weeks from now

Jan 23, 2025  · Diversify Advisory Services LLC increased its holdings in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 24.8% in the 4th quarter, according …

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Diversify Advisory Services LLC Invests $374,000 In Truist

2 weeks from now

Jan 23, 2025  · Diversify Advisory Services LLC bought a new position in shares of Truist Financial Co. (NYSE:TFC - Free Report) during the fourth quarter, according to its most recent Form …

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Diversify Wealth Management LLC Has $375,000 Position ... - ETF …

2 weeks from now

Jan 23, 2025  · Recent News. Diversify Advisory Services LLC Has $396,000 Position in Duke Energy Co. (NYSE:DUK) Diversify Advisory Services LLC Buys 2,329 Shares of UBS Group …

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Diversify Advisory Services LLC Has $16.29 Million Position In ...

2 weeks from now

Jan 20, 2025  · Diversify Advisory Services LLC grew its holdings in Snowflake Inc. (NYSE:SNOW - Free Report) by 7.4% in the fourth quarter, according to its most recent Form 13F filing with …

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Diversify Advisory Services LLC Has $389,000 Stock ... - ETF Daily …

2 weeks from now

Jan 23, 2025  · Diversify Advisory Services LLC decreased its stake in shares of Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 11.4% during the 4th quarter, according …

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Diversify Advisory Services LLC Takes $626,000 Position In

2 weeks from now

Jan 22, 2025  · Diversify Advisory Services LLC acquired a new position in CoStar Group, Inc. (NASDAQ:CSGP - Free Report) during the 4th quarter, according to the company in its most …

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Craig D. Lombardi - Managing Director, Head Of Defined

2 weeks from now

I am a Managing Director and Head of Defined Contribution and Sub-Advisory at Virtus Investment Partners, a leading multi-boutique asset manager with 14 affiliates and over $170 …

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Diversify Advisory Services LLC Sells 1,464 Shares Of ... - ETF Daily …

2 weeks from now

Jan 24, 2025  · Diversify Advisory Services LLC trimmed its position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 71.7% in the fourth quarter, according to its …

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Diversify Advisory Services LLC Has $257,000 Holdings ... - ETF …

2 weeks from now

Jan 24, 2025  · Diversify Advisory Services LLC trimmed its stake in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 29.8% during the 4th quarter, …

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Wealth Enhancement Advisory Services LLC Has $396,000 ... - ETF …

2 weeks from now

Jan 17, 2025  · Wealth Enhancement Advisory Services LLC boosted its position in Westwood Holdings Group, Inc. (NYSE:WHG – Free Report) by 87.5% during the fourth quarter, …

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Diversify Wealth Management LLC Makes New $327,000 ... - ETF …

2 weeks from now

Jan 23, 2025  · Vanguard S&P Small-Cap 600 ETF Stock Down 0.8 %. Shares of VIOO stock opened at $109.55 on Thursday. The stock has a market cap of $2.86 billion, a P/E ratio of …

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