A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 127 shares of DVY stock, worth $16,974. This represents 0.0% of its overall portfolio holdings.

Number of Shares
127
Previous 165 23.03%
Holding current value
$16,974
Previous $19,000 10.53%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$119.99 - $135.74 $4,559 - $5,158
-38 Reduced 23.03%
127 $17,000
Q1 2024

May 14, 2024

SELL
$113.31 - $123.18 $9,178 - $9,977
-81 Reduced 32.93%
165 $20,000
Q1 2020

May 12, 2020

BUY
$62.67 - $107.3 $15,416 - $26,395
246 New
246 $18,000

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, 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 Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.