Lyell Wealth Management, LP Ishares Tr Transaction History
Lyell Wealth Management, LP
- $1.09 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding DVY
# of Institutions
1,361Shares Held
70.5MCall Options Held
1.1MPut Options Held
383K-
Bank Of America Corp Charlotte, NC8.33MShares$1.19 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.21MShares$890 Million0.06% of portfolio
-
International Assets Investment Management, LLC Orlando, FL4.37MShares$627 Million0.09% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.86MShares$553 Million0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA3.69MShares$529 Million0.11% of portfolio