Dogwood Wealth Management LLC Flexshares Tr High Yield Value Transaction History
Dogwood Wealth Management LLC
- $174 Billion
- Q3 2024
A detailed history of Dogwood Wealth Management LLC transactions in Flexshares Tr High Yield Value stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 54,388 shares of HYGV stock, worth $2.24 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
54,388
Previous 49,870
9.06%
Holding current value
$2.24 Million
Previous $2.05 Billion
10.53%
% of portfolio
1.3%
Previous 1.39%
Shares
3 transactions
Others Institutions Holding HYGV
# of Institutions
97Shares Held
30.1MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL24.1MShares$991 Million0.14% of portfolio
-
Envestnet Asset Management Inc847KShares$34.8 Million0.01% of portfolio
-
Kensington Asset Management, LLC Austin, TX519KShares$21.3 Million1.25% of portfolio
-
Morgan Stanley New York, NY498KShares$20.5 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA461KShares$18.9 Million0.07% of portfolio