Connecticut Wealth Management, LLC Ishares Tr Transaction History
Connecticut Wealth Management, LLC
- $2.11 Billion
- Q4 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 2,529 shares of DVY stock, worth $349,254. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,529
Previous 2,582
2.05%
Holding current value
$349,254
Previous $348,000
4.6%
% of portfolio
0.02%
Previous 0.02%
Shares
17 transactions
Others Institutions Holding DVY
# of Institutions
1,445Shares Held
95MCall Options Held
1.8MPut Options Held
161K-
Wealthfront Advisers LLC24.5MShares$3.38 Billion2.68% of portfolio
-
Bank Of America Corp Charlotte, NC8.29MShares$1.15 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.58MShares$908 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.88MShares$535 Million0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.82MShares$527 Million0.34% of portfolio