Base Wealth Management LLC Ishares Core High Dividend ETF Transaction History
Base Wealth Management LLC
- $175 Billion
- Q3 2025
A detailed history of Base Wealth Management LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Base Wealth Management LLC holds 62,999 shares of HDV stock, worth $7.46 Million. This represents 4.4% of its overall portfolio holdings.
Number of Shares
62,999
Previous 73,338
14.1%
Holding current value
$7.46 Million
Previous $8.59 Billion
10.23%
% of portfolio
4.4%
Previous 5.51%
Shares
3 transactions
Others Institutions Holding HDV
# of Institutions
874Shares Held
42.8MCall Options Held
867KPut Options Held
14K-
Bank Of America Corp Charlotte, NC4.5MShares$533 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.3MShares$391 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.76MShares$327 Million0.11% of portfolio
-
Ubs Group Ag1.42MShares$168 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.28MShares$152 Million0.03% of portfolio