Donaldson Capital Management, LLC Ishares Tr Transaction History
Donaldson Capital Management, LLC
- $2.4 Billion
- Q1 2024
A detailed history of Donaldson Capital Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 8,675 shares of GVI stock, worth $899,684. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,675
Previous 6,804
27.5%
Holding current value
$899,684
Previous $712,000
26.69%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding GVI
# of Institutions
272Shares Held
25.2MCall Options Held
0Put Options Held
2.9K-
Fifth Third Bancorp2.17MShares$225 Million0.89% of portfolio
-
Envestnet Asset Management Inc1.81MShares$188 Million0.07% of portfolio
-
Stifel Financial Corp St. Louis, MO1.75MShares$181 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$144 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY1.16MShares$120 Million7.78% of portfolio