Arq Wealth Advisors, LLC Ishares Tr Transaction History

Arq Wealth Advisors, LLC

  • $259 Million
  • Q3 2024

A detailed history of Arq Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 1,600 shares of DVY stock, worth $221,328. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,600
Holding current value
$221,328
% of portfolio
0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$119.99 - $135.74 $191,984 - $217,184
1,600 New
1,600 $216,000
Q1 2023

May 09, 2023
BUY
$110.68 - $126.38 $197,895 - $225,967
1,788 New
1,788 $209,000
Q3 2022

Oct 13, 2022
SELL
$107.22 - $127.71 $71,515 - $85,182
-667 Reduced 18.44%
2,950 $316,000
Q2 2022

Aug 05, 2022
BUY
$113.21 - $132.14 $409,480 - $477,950
3,617 New
3,617 $426,000

Others Institutions Holding DVY

# of Institutions
1,359
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Arq Wealth Advisors, LLC Portfolio

Follow Arq Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arq Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arq Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email