Grand Wealth Management, LLC Ishares Tr Transaction History
Grand Wealth Management, LLC
- $171 Million
- Q3 2024
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 $124,358. This represents 0.07% of its overall portfolio holdings.
Number of Shares
899
Previous 899
-0.0%
Holding current value
$124,358
Previous $108,000
12.04%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DVY
# of Institutions
1,359Shares Held
70.5MCall Options Held
1.1MPut Options Held
383K-
Bank Of America Corp Charlotte, NC8.33MShares$1.15 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.21MShares$859 Million0.06% of portfolio
-
International Assets Investment Management, LLC Orlando, FL4.37MShares$605 Million0.09% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.86MShares$534 Million0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA3.69MShares$511 Million0.11% of portfolio