Beaird Harris Wealth Management, LLC Ishares Tr Transaction History

Beaird Harris Wealth Management, LLC

  • $1.01 Billion
  • Q2 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 117 shares of DVY stock, worth $16,184. This represents 0.0% of its overall portfolio holdings.

Number of Shares
117
Previous 255 54.12%
Holding current value
$16,184
Previous $31,000 54.84%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
$115.73 - $125.75 $15,970 - $17,353
-138 Reduced 54.12%
117 $14,000
Q2 2022

Aug 12, 2022
BUY
$113.21 - $132.14 $17,547 - $20,481
155 Added 155.0%
255 $30,000
Q4 2021

May 17, 2022
BUY
$114.37 - $122.59 $11,437 - $12,259
100 New
100 $8,000

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 Beaird Harris Wealth Management, LLC Portfolio

Follow Beaird Harris Wealth Management, 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 Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email