Private Wealth Asset Management, LLC Ishares Tr Transaction History
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 2,852 shares of DVY stock, worth $405,896. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,852
Previous 2,852
-0.0%
Holding current value
$405,896
Previous $383 Million
1.1%
% of portfolio
0.05%
Previous 0.06%
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
-
Wells Fargo & Company San Francisco, CA3.76MShares$535 Million0.11% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.75MShares$534 Million0.32% of portfolio
-
Northern Trust Corp Chicago, IL3.09MShares$439 Million0.06% of portfolio