Mark Sheptoff Financial Planning, LLC Ishares Core High Dividend ETF Transaction History
Mark Sheptoff Financial Planning, LLC
- $186 Million
- Q3 2024
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 $19,930. This represents 0.01% of its overall portfolio holdings.
Number of Shares
165
Previous 165
-0.0%
Holding current value
$19,930
Previous $17,000
11.76%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding HDV
# of Institutions
797Shares Held
48.4MCall Options Held
822KPut Options Held
56K-
Bank Of America Corp Charlotte, NC4.58MShares$553 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.49MShares$421 Million0.14% of portfolio
-
Morgan Stanley New York, NY3.13MShares$379 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$363 Million6.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.24MShares$270 Million0.12% of portfolio