Kiely Wealth Advisory Group, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Kiely Wealth Advisory Group, Inc.
- $158 Billion
- Q3 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 6,965 shares of DFUV stock, worth $284,868. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,965Holding current value
$284,868% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.44 Billion3.22% of portfolio
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Envestnet Asset Management Inc33MShares$1.35 Billion0.46% of portfolio
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Savant Capital, LLC18.5MShares$757 Million6.58% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.9MShares$445 Million0.65% of portfolio