Bogart Wealth, LLC Ishares Asia/Pacific Divid 30 Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 2025
A detailed history of Bogart Wealth, LLC transactions in Ishares Asia/Pacific Divid 30 stock. As of the latest transaction made, Bogart Wealth, LLC holds 836 shares of DVYA stock, worth $35,630. This represents 0.0% of its overall portfolio holdings.
Number of Shares
836
Previous 836
-0.0%
Holding current value
$35,630
Previous $32,000
9.38%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DVYA
# of Institutions
32Shares Held
531KCall Options Held
0Put Options Held
0-
Concord Wealth Partners62.1KShares$2.65 Million0.36% of portfolio
-
Concord Asset Management, Llc/Va Abingdon, VA62.1KShares$2.65 Million0.36% of portfolio
-
Transform Wealth, LLC58.4KShares$2.49 Million0.13% of portfolio
-
Kovitz Investment Group Partners, LLC57.6KShares$2.45 Million0.01% of portfolio
-
Old Port Advisors55.5KShares$2.37 Million0.59% of portfolio