Future Financial Wealth Managment LLC Ishares Tr Transaction History

Future Financial Wealth Managment LLC

  • $138 Million
  • Q3 2024

A detailed history of Future Financial Wealth Managment LLC transactions in Ishares Tr stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 3,065 shares of DVY stock, worth $435,475. This represents 0.3% of its overall portfolio holdings.

Number of Shares
3,065
Previous 3,065 -0.0%
Holding current value
$435,475
Previous $370,000 11.62%
% of portfolio
0.3%
Previous 0.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 05, 2023
SELL
$107.39 - $125.5 $6,443 - $7,530
-60 Reduced 1.92%
3,065 $0
Q3 2022

Oct 13, 2022
SELL
$107.22 - $127.71 $1,501 - $1,787
-14 Reduced 0.45%
3,125 $368,000
Q1 2022

May 03, 2022
SELL
$119.99 - $129.75 $2,279 - $2,465
-19 Reduced 0.6%
3,139 $402,000
Q4 2021

Jan 07, 2022
SELL
$114.37 - $122.59 $114 - $122
-1 Reduced 0.03%
3,158 $389,000
Q4 2020

Feb 03, 2021
BUY
$81.33 - $97.54 $256,921 - $308,128
3,159 New
3,159 $304,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Future Financial Wealth Managment LLC Portfolio

Follow Future Financial Wealth Managment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Future Financial Wealth Managment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Future Financial Wealth Managment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email