Continuum Wealth Advisors, LLC Ishares Tr Transaction History

Continuum Wealth Advisors, LLC

  • $175 Million
  • Q1 2024

A detailed history of Continuum Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 3,058 shares of DVY stock, worth $369,956. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,058
Previous 3,131 2.33%
Holding current value
$369,956
Previous $367,000 2.45%
% of portfolio
0.21%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024
SELL
$113.31 - $123.18 $8,271 - $8,992
-73 Reduced 2.33%
3,058 $376,000
Q4 2022

Mar 01, 2023
BUY
$117.33 - $125.5 $367,360 - $392,940
3,131 New
3,131 $378 Million

Others Institutions Holding DVY

# of Institutions
1,308
Shares Held
68.2M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

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