Monterey Private Wealth, Inc. Ishares Core High Dividend ETF Transaction History
Monterey Private Wealth, Inc.
- $293 Million
- Q3 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 2,942 shares of HDV stock, worth $345,126. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,942
Previous 2,935
0.24%
Holding current value
$345,126
Previous $319,000
8.46%
% of portfolio
0.12%
Previous 0.12%
Shares
16 transactions
Others Institutions Holding HDV
# of Institutions
775Shares Held
42.9MCall Options Held
902KPut Options Held
2.3K-
Bank Of America Corp Charlotte, NC4.64MShares$544 Million0.05% of portfolio
-
Morgan Stanley New York, NY3.08MShares$361 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$353 Million6.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.97MShares$231 Million0.11% of portfolio
-
Ubs Group Ag1.5MShares$176 Million0.04% of portfolio