A detailed history of C2 C Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, C2 C Wealth Management, LLC holds 2,450 shares of DVY stock, worth $321,832. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,450
Previous 2,500 2.0%
Holding current value
$321,832
Previous $302,000 9.27%
% of portfolio
0.3%
Previous 0.3%

Shares

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

Nov 14, 2024

SELL
$119.99 - $135.74 $5,999 - $6,787
-50 Reduced 2.0%
2,450 $330,000
Q1 2024

Apr 29, 2024

SELL
$113.31 - $123.18 $18,129 - $19,708
-160 Reduced 6.02%
2,500 $307,000
Q4 2023

Feb 13, 2024

BUY
$102.97 - $119.06 $31,817 - $36,789
309 Added 13.14%
2,660 $311,000
Q2 2022

Jul 22, 2022

BUY
$113.21 - $132.14 $266,156 - $310,661
2,351 New
2,351 $279,000

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track C2 C Wealth Management, LLC Portfolio

Follow C2 C 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 C2 C Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on C2 C Wealth Management, LLC with notifications on news.