Melfa Wealth Management, LLC Ishares Tr Transaction History

Melfa Wealth Management, LLC

  • $150 Billion
  • Q4 2024

A detailed history of Melfa Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 1,900 shares of DVY stock, worth $256,690. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,900
Previous 2,100 9.52%
Holding current value
$256,690
Previous $284 Million 12.06%
% of portfolio
0.17%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$129.55 - $143.41 $25,910 - $28,682
-200 Reduced 9.52%
1,900 $249 Million
Q1 2024

Apr 23, 2024
BUY
$113.31 - $123.18 $237,951 - $258,678
2,100 New
2,100 $259 Million

Others Institutions Holding DVY

# of Institutions
1,369
Shares Held
66.3M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Melfa Wealth Management, LLC Portfolio

Follow Melfa Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Melfa Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Melfa Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email