Sheets Smith Wealth Management Ishares Tr Transaction History
Sheets Smith Wealth Management
- $828 Million
- Q2 2024
A detailed history of Sheets Smith Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Sheets Smith Wealth Management holds 7,324 shares of DVY stock, worth $991,010. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,324
Previous 7,418
1.27%
Holding current value
$991,010
Previous $913,000
2.96%
% of portfolio
0.11%
Previous 0.1%
Shares
26 transactions
Others Institutions Holding DVY
# of Institutions
1,318Shares Held
64.9MCall Options Held
640KPut Options Held
217K-
Bank Of America Corp Charlotte, NC8.15MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.16MShares$834 Million0.06% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.89MShares$527 Million0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA3.68MShares$498 Million0.11% of portfolio
-
Northern Trust Corp Chicago, IL3.02MShares$409 Million0.06% of portfolio