Schneider Downs Wealth Management Advisors, LP Ishares Emerging Markets Divid Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 21, 2021	SELL	$29.7 - $37.47 $208,731 - $263,339	-7,028 Closed	0 $0
Q2 2020 Jul 15, 2020	BUY	$27.43 - $34.57 $192,778 - $242,957	7,028 New	7,028 $220,000

Others Institutions Holding DVYE

# of Institutions

159

Shares Held

12.7M

Call Options Held

1.3K

Put Options Held

1.6K

Auto Owners Insurance CO Lansing, MI

1.75M
Shares

$48.1 Million
1.25% of portfolio
Creative Planning Overland Park, KS

1.09M
Shares

$29.8 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

933K
Shares

$25.6 Million
0.0% of portfolio
Morgan Stanley New York, NY

867K
Shares

$23.8 Million
0.0% of portfolio
Ubs Group Ag

822K
Shares

$22.6 Million
0.01% of portfolio

View Full List

About ISHARES EMERGING MARKETS DIVID

Ticker DVYE
Sector ETFs
Industry ETFs

More about DVYE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Schneider Downs Wealth Management Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Schneider Downs Wealth Management Advisors, LP with notifications on news.

Account