Centricity Wealth Management, LLC Ishares Tr Transaction History

Centricity Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Centricity Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 4,677 shares of DVY stock, worth $657,773. This represents 0.5% of its overall portfolio holdings.

Number of Shares
4,677
Previous 3,097 51.02%
Holding current value
$657,773
Previous $416 Million 49.35%
% of portfolio
0.5%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$118.37 - $134.86 $187,024 - $213,078
1,580 Added 51.02%
4,677 $621 Million
Q4 2024

Feb 03, 2025
BUY
$129.55 - $143.41 $401,216 - $444,140
3,097 New
3,097 $407 Million

Others Institutions Holding DVY

# of Institutions
1,487
Shares Held
69.1M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Centricity Wealth Management, LLC Portfolio

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

News

Stay updated on Centricity Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email