Juncture Wealth Strategies, LLC Ishares Tr Transaction History

Juncture Wealth Strategies, LLC

  • $232 Million
  • Q1 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 6,263 shares of DVY stock, worth $751,497. This represents 0.33% of its overall portfolio holdings.

Number of Shares
6,263
Previous 6,349 1.35%
Holding current value
$751,497
Previous $744,000 3.63%
% of portfolio
0.33%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 05, 2024
SELL
$113.31 - $123.18 $9,744 - $10,593
-86 Reduced 1.35%
6,263 $771,000
Q4 2023

Jan 08, 2024
BUY
$102.97 - $119.06 $55,294 - $63,935
537 Added 9.24%
6,349 $744,000
Q3 2023

Oct 10, 2023
SELL
$107.44 - $118.16 $18,909 - $20,796
-176 Reduced 2.94%
5,812 $625,000
Q2 2023

Jul 11, 2023
BUY
$108.5 - $119.27 $649,698 - $714,188
5,988 New
5,988 $678,000
Q3 2022

Oct 11, 2022
BUY
N/A
2,495 New
2,495 $268,000

Others Institutions Holding DVY

# of Institutions
1,310
Shares Held
68.2M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Juncture Wealth Strategies, LLC Portfolio

Follow Juncture Wealth Strategies, 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 Juncture Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email