Morton Brown Family Wealth, LLC Ishares Core High Dividend ETF Transaction History
Morton Brown Family Wealth, LLC
- $287 Million
- Q4 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 23,600 shares of HDV stock, worth $2.71 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
23,600
Previous 24,943
5.38%
Holding current value
$2.71 Million
Previous $2.93 Million
9.68%
% of portfolio
0.92%
Previous 1.04%
Shares
13 transactions
Others Institutions Holding HDV
# of Institutions
821Shares Held
48.1MCall Options Held
821KPut Options Held
56K-
Bank Of America Corp Charlotte, NC4.58MShares$525 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.49MShares$400 Million0.14% of portfolio
-
Morgan Stanley New York, NY3.13MShares$359 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$345 Million6.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.24MShares$256 Million0.12% of portfolio