Grand Wealth Management, LLC Ishares Tr Transaction History
Grand Wealth Management, LLC
- $170 Million
- Q1 2025
A detailed history of Grand Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Grand Wealth Management, LLC holds 899 shares of DVY stock, worth $117,454. This represents 0.07% of its overall portfolio holdings.
Number of Shares
899
Previous 899
-0.0%
Holding current value
$117,454
Previous $118,000
1.69%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DVY
# of Institutions
1,457Shares Held
69.7MCall Options Held
1.1MPut Options Held
62.9K-
Bank Of America Corp Charlotte, NC8.21MShares$1.07 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.38MShares$834 Million0.06% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.8MShares$496 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA3.66MShares$478 Million0.11% of portfolio
-
Northern Trust Corp Chicago, IL3.09MShares$404 Million0.06% of portfolio