Primoris Wealth Advisors, LLC Ishares Tr Transaction History
Primoris Wealth Advisors, LLC
- $135 Million
- Q2 2025
A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 3,051 shares of DVY stock, worth $434,218. This represents 0.3% of its overall portfolio holdings.
Number of Shares
3,051Holding current value
$434,218% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding DVY
# of Institutions
1,467Shares Held
72.3MCall Options Held
1.13MPut Options Held
114K-
Bank Of America Corp Charlotte, NC7.84MShares$1.12 Billion0.08% of portfolio
-
Morgan Stanley New York, NY6.3MShares$896 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA3.76MShares$535 Million0.11% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA3.75MShares$534 Million0.32% of portfolio
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Northern Trust Corp Chicago, IL3.09MShares$439 Million0.06% of portfolio