Pmg Wealth Management, Inc. Ishares Tr Transaction History

Pmg Wealth Management, Inc.

  • $121 Billion
  • Q2 2025

A detailed history of Pmg Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Pmg Wealth Management, Inc. holds 2,708 shares of DVY stock, worth $367,258. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,708
Previous 2,802 3.35%
Holding current value
$367,258
Previous $376 Million 4.42%
% of portfolio
0.3%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$118.37 - $134.86 $11,126 - $12,676
-94 Reduced 3.35%
2,708 $360 Million
Q4 2024

Feb 03, 2025
BUY
$129.55 - $143.41 $362,999 - $401,834
2,802 New
2,802 $368 Million

Others Institutions Holding DVY

# of Institutions
1,457
Shares Held
70.5M
Call Options Held
816K
Put Options Held
62.9K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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