San Luis Wealth Advisors LLC Ishares Tr Transaction History

San Luis Wealth Advisors LLC

$465 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$113.21 - $132.14 $12,905 - $15,063	-114 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$119.99 - $129.75 $13,678 - $14,791	114 New	114 $14,000

Others Institutions Holding DVY

# of Institutions

1,457

Shares Held

72.8M

Call Options Held

369K

Put Options Held

114K

Bank Of America Corp Charlotte, NC

7.84M
Shares

$1.07 Billion
0.08% of portfolio
Morgan Stanley New York, NY

6.3M
Shares

$857 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

3.76M
Shares

$512 Million
0.11% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.75M
Shares

$510 Million
0.32% of portfolio
Northern Trust Corp Chicago, IL

3.09M
Shares

$420 Million
0.06% of portfolio

About ISHARES TR

Ticker DVY
Sector ETFs
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