Mark Sheptoff Financial Planning, LLC Ishares Core High Dividend ETF Transaction History
Mark Sheptoff Financial Planning, LLC
- $180 Million
- Q2 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 165 shares of HDV stock, worth $19,963. This represents 0.01% of its overall portfolio holdings.
Number of Shares
165
Previous 165
-0.0%
Holding current value
$19,963
Previous $19,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding HDV
# of Institutions
873Shares Held
42.6MCall Options Held
867KPut Options Held
14K-
Bank Of America Corp Charlotte, NC4.5MShares$545 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.3MShares$399 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.76MShares$334 Million0.11% of portfolio
-
Ubs Group Ag1.42MShares$172 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.28MShares$155 Million0.03% of portfolio