Mark Sheptoff Financial Planning, LLC Ishares Core High Dividend ETF Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 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 $20,172. This represents 0.01% of its overall portfolio holdings.
Number of Shares
165
Previous 165
-0.0%
Holding current value
$20,172
Previous $19,000
5.26%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding HDV
# of Institutions
893Shares Held
43.1MCall Options Held
830KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC4.45MShares$544 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.32MShares$406 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.82MShares$345 Million0.11% of portfolio
-
Ubs Group Ag1.4MShares$171 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$168 Million0.03% of portfolio