Leo Wealth, LLC Ishares Tr Transaction History

Leo Wealth, LLC

  • $1.12 Trillion
  • Q4 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Leo Wealth, LLC holds 6,752 shares of DVY stock, worth $906,118. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,752
Previous 6,719 0.49%
Holding current value
$906,118
Previous $908 Million 2.33%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$129.55 - $143.41 $4,275 - $4,732
33 Added 0.49%
6,752 $886 Million
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

# of Institutions
1,392
Shares Held
67.1M
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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