Lakeridge Wealth Management LLC Ishares Tr Transaction History

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 6,874 shares of DVY stock, worth $912,386. This represents 0.5% of its overall portfolio holdings.

Number of Shares
6,874
Previous 6,759 1.7%
Holding current value
$912,386
Previous $833 Million 0.11%
% of portfolio
0.5%
Previous 0.54%

Shares

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

Aug 01, 2024
BUY
$115.73 - $125.75 $13,308 - $14,461
115 Added 1.7%
6,874 $832 Million
Q1 2024

Apr 29, 2024
SELL
$113.31 - $123.18 $378,115 - $411,051
-3,337 Reduced 33.05%
6,759 $833 Million
Q4 2023

Feb 14, 2024
BUY
$102.97 - $119.06 $1.04 Million - $1.2 Million
10,096 New
10,096 $1.18 Billion

Others Institutions Holding DVY

# of Institutions
1,317
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
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