Diversify Wealth Management, LLC Ishares U.S. Treasury Bond ETF Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 316,019 shares of GOVT stock, worth $7.2 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
316,019
Previous 255,636
23.62%
Holding current value
$7.2 Million
Previous $5.69 Billion
28.01%
% of portfolio
0.54%
Previous 0.44%
Shares
4 transactions
Others Institutions Holding GOVT
# of Institutions
859Shares Held
1.06BCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC313MShares$7.13 Billion0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC103MShares$2.35 Billion0.96% of portfolio
-
Envestnet Asset Management Inc74.1MShares$1.69 Billion0.57% of portfolio
-
Truist Financial Corp69.1MShares$1.58 Billion2.38% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA41MShares$935 Million0.5% of portfolio