Granite Bay Wealth Management, LLC Ishares Tr Transaction History

Granite Bay Wealth Management, LLC

$187 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 12, 2023	BUY	$107.44 - $118.16 $1.38 Million - $1.52 Million	12,852 New	12,852 $1.46 Million

Others Institutions Holding DVY

# of Institutions

1,319

Shares Held

64.9M

Call Options Held

640K

Put Options Held

217K

Bank Of America Corp Charlotte, NC

8.15M
Shares

$1.1 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.16M
Shares

$830 Million
0.06% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.89M
Shares

$525 Million
0.31% of portfolio
Wells Fargo & Company San Francisco, CA

3.68M
Shares

$495 Million
0.11% of portfolio
Northern Trust Corp Chicago, IL

3.02M
Shares

$407 Million
0.06% of portfolio

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Granite Bay Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Granite Bay Wealth Management, LLC with notifications on news.