Bernardo Wealth Planning LLC Ishares Core High Dividend ETF Transaction History
Bernardo Wealth Planning LLC
- $461 Million
- Q2 2025
A detailed history of Bernardo Wealth Planning LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 20,115 shares of HDV stock, worth $2.42 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
20,115
Previous 20,338
1.1%
Holding current value
$2.42 Million
Previous $2.46 Million
4.3%
% of portfolio
0.51%
Previous 0.59%
Shares
27 transactions
Others Institutions Holding HDV
# of Institutions
856Shares Held
42.4MCall Options Held
867KPut Options Held
14K-
Bank Of America Corp Charlotte, NC4.5MShares$541 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.3MShares$396 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.76MShares$332 Million0.11% of portfolio
-
Ubs Group Ag1.42MShares$171 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.28MShares$154 Million0.03% of portfolio