Pb Mares Wealth Management LLC Ishares Tr Transaction History
Pb Mares Wealth Management LLC
- $483 Million
- Q4 2024
A detailed history of Pb Mares Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 2,794 shares of DVY stock, worth $385,851. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,794
Previous 2,763
1.12%
Holding current value
$385,851
Previous $373,000
1.88%
% of portfolio
0.08%
Previous 0.08%
Shares
19 transactions
Others Institutions Holding DVY
# of Institutions
1,445Shares Held
95MCall Options Held
1.8MPut Options Held
161K-
Wealthfront Advisers LLC24.5MShares$3.38 Billion2.68% of portfolio
-
Bank Of America Corp Charlotte, NC8.29MShares$1.15 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.58MShares$908 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.88MShares$535 Million0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.82MShares$527 Million0.34% of portfolio