Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Ishares Tr Transaction History

Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

$653 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2018 May 15, 2018	SELL	N/A	-2,303 Closed	0 $0
Q4 2017 Feb 14, 2018	SELL	N/A	-3,427 Reduced 59.81%	2,303 $227,000
Q3 2017 Nov 09, 2017	BUY	N/A	5,730	5,730 $537,000

Others Institutions Holding DVY

# of Institutions

1,359

Shares Held

70.5M

Call Options Held

1.1M

Put Options Held

383K

Bank Of America Corp Charlotte, NC

8.33M
Shares

$1.15 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.21M
Shares

$859 Million
0.06% of portfolio
International Assets Investment Management, LLC Orlando, FL

4.37M
Shares

$605 Million
0.09% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.86M
Shares

$534 Million
0.33% of portfolio
Wells Fargo & Company San Francisco, CA

3.69M
Shares

$511 Million
0.11% of portfolio

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