Balanced Wealth Group LLC Ishares Tr Transaction History
Balanced Wealth Group LLC
- $220 Billion
- Q2 2024
A detailed history of Balanced Wealth Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Balanced Wealth Group LLC holds 2,781 shares of DVY stock, worth $372,654. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,781
Previous 2,759
0.8%
Holding current value
$372,654
Previous $342 Million
2.25%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding DVY
# of Institutions
1,319Shares Held
64.9MCall Options Held
640KPut Options Held
217K-
Bank Of America Corp Charlotte, NC8.15MShares$1.09 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.16MShares$826 Million0.06% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.89MShares$522 Million0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA3.68MShares$493 Million0.11% of portfolio
-
Northern Trust Corp Chicago, IL3.02MShares$405 Million0.06% of portfolio