Cwa Asset Management Group, LLC Ishares Tr Transaction History

Cwa Asset Management Group, LLC

$1.95 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 14, 2018	SELL	N/A	-2,815 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	2,815 New	2,815 $275,000

Others Institutions Holding DVY

# of Institutions

1,445

Shares Held

95M

Call Options Held

1.8M

Put Options Held

161K

Wealthfront Advisers LLC

24.5M
Shares

$3.29 Billion
2.68% of portfolio
Bank Of America Corp Charlotte, NC

8.29M
Shares

$1.11 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.58M
Shares

$883 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

3.88M
Shares

$521 Million
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.82M
Shares

$512 Million
0.34% of portfolio

About ISHARES TR

Ticker DVY
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