Juncture Wealth Strategies, LLC Ishares Tr Transaction History
Juncture Wealth Strategies, LLC
- $298 Million
- Q3 2025
A detailed history of Juncture Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 5,047 shares of DVY stock, worth $712,686. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,047
Previous 5,092
0.88%
Holding current value
$712,686
Previous $676,000
6.07%
% of portfolio
0.24%
Previous 0.24%
Shares
11 transactions
Others Institutions Holding DVY
# of Institutions
1,471Shares Held
70.8MCall Options Held
1.13MPut Options Held
114K-
Bank Of America Corp Charlotte, NC7.84MShares$1.11 Billion0.08% of portfolio
-
Morgan Stanley New York, NY6.3MShares$889 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.76MShares$531 Million0.11% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.75MShares$530 Million0.32% of portfolio
-
Northern Trust Corp Chicago, IL3.09MShares$436 Million0.06% of portfolio