Consilio Wealth Advisors, LLC Ishares Core High Dividend ETF Transaction History
Consilio Wealth Advisors, LLC
- $244 Million
- Q4 2024
A detailed history of Consilio Wealth Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 2,435 shares of HDV stock, worth $278,661. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,435
Previous 2,435
-0.0%
Holding current value
$278,661
Previous $286,000
4.55%
% of portfolio
0.11%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding HDV
# of Institutions
812Shares Held
48.1MCall Options Held
822KPut Options Held
56K-
Bank Of America Corp Charlotte, NC4.58MShares$524 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.49MShares$399 Million0.14% of portfolio
-
Morgan Stanley New York, NY3.13MShares$359 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$344 Million6.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.24MShares$256 Million0.12% of portfolio