C2 C Wealth Management, LLC Ishares Tr Transaction History
C2 C Wealth Management, LLC
- $108 Million
- Q4 2024
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 2,150 shares of DVY stock, worth $291,776. This represents 0.26% of its overall portfolio holdings.
Number of Shares
2,150
Previous 2,450
12.24%
Holding current value
$291,776
Previous $330,000
14.55%
% of portfolio
0.26%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding DVY
# of Institutions
1,436Shares Held
94.6MCall Options Held
2.69MPut Options Held
140K-
Wealthfront Advisers LLC24.5MShares$3.32 Billion2.68% of portfolio
-
Bank Of America Corp Charlotte, NC8.29MShares$1.13 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.58MShares$893 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.88MShares$526 Million0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.82MShares$518 Million0.34% of portfolio