DWM
TIGR

Diversify Wealth Management’s UP Fintech Holding TIGR Stock Holding History

Diversify Wealth Management’s Portfolio TIGR Stock Details TIGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$292K Sell
44,841
-129,598
-74% -$1.06M 0.01% 969
2025
Q4 		$1.66M Buy
174,439
+10,330
+6% +$98.6K 0.08% 237
2025
Q3 		$1.79M Sell
164,109
-13,597
-8% -$146K 0.1% 191
2025
Q2 		$1.79M Buy
177,706
+40,032
+29% +$335K 0.11% 190
2025
Q1 		$1.13M Buy
137,674
+22,775
+20% +$170K 0.08% 227
2024
Q4 		$662K Buy
+114,899
New +$790K 0.05% 294

Other funds holding TIGR

AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $87.5M AUM 10.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return