Precedent Wealth Partners, LLC Ishares Tr Transaction History

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 12,306 shares of DVY stock, worth $1.64 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
12,306
Previous 12,306 -0.0%
Holding current value
$1.64 Million
Previous $1.49 Billion 11.65%
% of portfolio
0.55%
Previous 0.6%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$115.73 - $125.75 $3,703 - $4,024
-32 Reduced 0.26%
12,306 $1.49 Billion
Q1 2024

Apr 23, 2024
SELL
$113.31 - $123.18 $201,691 - $219,260
-1,780 Reduced 12.61%
12,338 $1.52 Billion
Q4 2023

Jan 18, 2024
BUY
$102.97 - $119.06 $1.45 Million - $1.68 Million
14,118 New
14,118 $1.65 Billion

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Precedent Wealth Partners, LLC Portfolio

Follow Precedent Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email