A detailed history of Leo Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Leo Wealth, LLC holds 6,719 shares of DVY stock, worth $962,026. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,719
Previous 6,855 1.98%
Holding current value
$962,026
Previous $829 Million 9.44%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 21, 2024

SELL
$119.99 - $135.74 $16,318 - $18,460
-136 Reduced 1.98%
6,719 $908 Million
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

About ISHARES TR


  • 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.