San Luis Wealth Advisors LLC Ishares Core High Dividend ETF Transaction History
San Luis Wealth Advisors LLC
- $442 Million
- Q1 2025
A detailed history of San Luis Wealth Advisors LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 1,850 shares of HDV stock, worth $219,206. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,850
Previous 1,837
0.71%
Holding current value
$219,206
Previous $206,000
8.74%
% of portfolio
0.05%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding HDV
# of Institutions
870Shares Held
43.4MCall Options Held
874KPut Options Held
11.7K-
Bank Of America Corp Charlotte, NC4.35MShares$515 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.23MShares$383 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.48MShares$294 Million0.12% of portfolio
-
Ubs Group Ag1.43MShares$169 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.28MShares$151 Million0.04% of portfolio