Kiely Wealth Advisory Group, Inc. Ishares Tr Transaction History

Kiely Wealth Advisory Group, Inc.

  • $181 Billion
  • Q2 2024

A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 2,679 shares of DVY stock, worth $358,986. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,679
Previous 2,693 0.52%
Holding current value
$358,986
Previous $325 Million 3.9%
% of portfolio
0.19%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$115.73 - $125.75 $1,620 - $1,760
-14 Reduced 0.52%
2,679 $338 Million
Q4 2023

Feb 08, 2024
BUY
$102.97 - $119.06 $277,298 - $320,628
2,693 New
2,693 $315 Million

Others Institutions Holding DVY

# of Institutions
1,318
Shares Held
64.9M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

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

Track Kiely Wealth Advisory Group, Inc. Portfolio

Follow Kiely Wealth Advisory Group, Inc. 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 Kiely Wealth Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kiely Wealth Advisory Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email