DT
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Diversified Trust’s Advantage Solutions ADV Stock Holding History

Diversified Trust’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-15,181
Closed -$97K – 745
2022
Q1 		$97K Hold
15,181
– – ﹤0.01% 776
2021
Q4 		$122K Buy
+15,181
New +$122K ﹤0.01% 798