DIVERSIFY WEALTH MANAGEMENT, LLC
Position in AOD — abrdn Total Dynamic Dividend Fund
CIK 2030780
SANDY, UT
Position in AOD
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$717,551
New position
Shares Held
77,910
first reported quarter
Ownership
0.074%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $35,937,654 across 34 Asset Management names. AOD ranks #18 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
57,552 | $6,617,904 | |
| 2 | OWL |
Blue Owl Capital Inc.
|
456,458 | $4,167,461 | |
| 3 | FSK |
FS KKR Capital Corp
|
200,812 | $2,044,266 | |
| 4 | OTF |
Blue Owl Technology Finance Corp.
|
155,697 | $1,929,085 | |
| 5 | BLK |
BlackRock, Inc.
|
1,699 | $1,633,945 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
65,580 | $1,553,590 | |
| 7 | MSIF |
Msc Income Fund, Inc.
|
114,384 | $1,393,197 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
118,420 | $1,309,725 |
All Filings in AOD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $717,551 | 77,910 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||