Litman Gregory Wealth Management LLC Ishares Tr Transaction History
Litman Gregory Wealth Management LLC
- $1.13 Billion
- Q2 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 3,400 shares of DVY stock, worth $455,600. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,400
Previous 3,400
-0.0%
Holding current value
$455,600
Previous $418,000
1.67%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DVY
# of Institutions
1,318Shares Held
64.9MCall Options Held
640KPut Options Held
217K-
Bank Of America Corp Charlotte, NC8.15MShares$1.09 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.16MShares$826 Million0.06% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.89MShares$522 Million0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA3.68MShares$493 Million0.11% of portfolio
-
Northern Trust Corp Chicago, IL3.02MShares$405 Million0.06% of portfolio