Leo Wealth, LLC Ishares Tr Transaction History

Leo Wealth, LLC

  • $980 Billion
  • Q2 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Leo Wealth, LLC holds 6,855 shares of DVY stock, worth $909,864. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,855
Previous 7,267 5.67%
Holding current value
$909,864
Previous $895 Million 7.36%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Jul 17, 2024
SELL
$115.73 - $125.75 $47,680 - $51,809
-412 Reduced 5.67%
6,855 $829 Million
Q1 2024

May 09, 2024
SELL
$113.31 - $123.18 $14,050 - $15,274
-124 Reduced 1.68%
7,267 $895 Million
Q4 2023

Mar 14, 2024
BUY
$102.97 - $119.06 $761,051 - $879,972
7,391 New
7,391 $866 Million

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
Track This Portfolio

Track Leo Wealth, LLC Portfolio

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

News

Stay updated on Leo Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email