Cfm Wealth Partners LLC Ishares Tr Transaction History

Cfm Wealth Partners LLC

  • $568 Million
  • Q3 2024

A detailed history of Cfm Wealth Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 2,693 shares of DVY stock, worth $374,165. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,693
Previous 2,784 3.27%
Holding current value
$374,165
Previous $376,000 3.46%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Oct 23, 2024
SELL
$119.99 - $135.74 $10,919 - $12,352
-91 Reduced 3.27%
2,693 $363,000
Q1 2024

Apr 15, 2024
BUY
$113.31 - $123.18 $60,507 - $65,778
534 Added 23.73%
2,784 $342,000
Q2 2023

Jul 14, 2023
BUY
$108.5 - $119.27 $244,125 - $268,357
2,250 New
2,250 $254,000
Q3 2022

Oct 17, 2022
BUY
$107.22 - $127.71 $242,102 - $288,369
2,258 New
2,258 $242,000
Q3 2020

Nov 10, 2020
SELL
$77.43 - $86.72 $117,461 - $131,554
-1,517 Closed
0 $0
Q4 2019

Jan 30, 2020
BUY
$98.25 - $105.76 $149,045 - $160,437
1,517 New
1,517 $162,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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