Plan A Wealth LLC Ishares Core High Dividend ETF Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Plan A Wealth LLC holds 1,808 shares of HDV stock, worth $213,994. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,808
Previous 1,808
-0.0%
Holding current value
$213,994
Previous $212 Million
4.51%
% of portfolio
0.11%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding HDV
# of Institutions
874Shares Held
42.8MCall Options Held
867KPut Options Held
14K-
Bank Of America Corp Charlotte, NC4.5MShares$533 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.3MShares$391 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.76MShares$327 Million0.11% of portfolio
-
Ubs Group Ag1.42MShares$168 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.28MShares$152 Million0.03% of portfolio