Essex Private Wealth Management, LLC Ishares Core High Dividend ETF Transaction History
Essex Private Wealth Management, LLC
- $34.8 Million
- Q2 2024
A detailed history of Essex Private Wealth Management, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 43,306 shares of HDV stock, worth $5.08 Million. This represents 13.53% of its overall portfolio holdings.
Number of Shares
43,306
Previous 37,349
15.95%
Holding current value
$5.08 Million
Previous $4.12 Million
14.36%
% of portfolio
13.53%
Previous 13.22%
Shares
19 transactions
Others Institutions Holding HDV
# of Institutions
765Shares Held
42.2MCall Options Held
898KPut Options Held
2.3K-
Bank Of America Corp Charlotte, NC4.64MShares$545 Million0.05% of portfolio
-
Morgan Stanley New York, NY3.08MShares$361 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$353 Million6.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.97MShares$231 Million0.11% of portfolio
-
Ubs Group Ag1.5MShares$177 Million0.04% of portfolio