Jupiter Wealth Management LLC Ishares Tr Transaction History

Jupiter Wealth Management LLC

  • $185 Million
  • Q3 2024

A detailed history of Jupiter Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 6,496 shares of DVY stock, worth $898,591. This represents 0.47% of its overall portfolio holdings.

Number of Shares
6,496
Previous 6,548 0.79%
Holding current value
$898,591
Previous $792,000 10.73%
% of portfolio
0.47%
Previous 0.37%

Shares

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

Nov 04, 2024
SELL
$119.99 - $135.74 $6,239 - $7,058
-52 Reduced 0.79%
6,496 $877,000
Q3 2023

Nov 13, 2023
BUY
$107.44 - $118.16 $703,517 - $773,711
6,548 New
6,548 $704,000

Others Institutions Holding DVY

# of Institutions
1,359
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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