Position in TIGR
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$282,498
-$1,385,138 QoQ
Shares Held
44,841
-74.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TIGR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $29,501,895 across 16 Capital Markets names. TIGR ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MC |
Moelis & Co
|
95,168 | $5,424,576 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,358 | $5,378,804 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
51,477 | $3,567,356 | |
| 4 | SCHW |
Schwab Charles Corp
|
33,564 | $3,154,344 | |
| 5 | MS |
Morgan Stanley
|
17,559 | $2,889,684 | |
| 6 | PJT |
PJT Partners Inc.
|
14,565 | $2,035,021 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
44,618 | $1,962,299 | |
| 8 | FUTU |
Futu Holdings Ltd
|
13,173 | $1,801,539 |
All Filings in TIGR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $282,498 | 44,841 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,667,636 | 174,439 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,751,043 | 164,109 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,714,862 | 177,706 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,182,619 | 137,674 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $742,247 | 114,899 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||