San Luis Wealth Advisors LLC Ishares Core High Dividend ETF Transaction History
San Luis Wealth Advisors LLC
- $528 Million
- Q4 2024
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 1,837 shares of HDV stock, worth $209,822. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,837
Previous 1,819
0.99%
Holding current value
$209,822
Previous $214,000
3.74%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding HDV
# of Institutions
817Shares Held
48.4MCall Options Held
822KPut Options Held
56K-
Bank Of America Corp Charlotte, NC4.58MShares$523 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.49MShares$398 Million0.14% of portfolio
-
Morgan Stanley New York, NY3.13MShares$358 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$344 Million6.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.24MShares$255 Million0.12% of portfolio