Sound View Wealth Advisors Group, LLC Ishares Tr Transaction History
Sound View Wealth Advisors Group, LLC
- $1.23 Billion
- Q4 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 10,670 shares of DVY stock, worth $1.35 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,670
Previous 10,656
0.13%
Holding current value
$1.35 Million
Previous $1.44 Million
2.71%
% of portfolio
0.11%
Previous 0.12%
Shares
23 transactions
Others Institutions Holding DVY
# of Institutions
1,446Shares Held
70.5MCall Options Held
1.8MPut Options Held
161K-
Bank Of America Corp Charlotte, NC8.29MShares$1.05 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.58MShares$833 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.88MShares$491 Million0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.82MShares$483 Million0.34% of portfolio
-
Northern Trust Corp Chicago, IL2.9MShares$367 Million0.06% of portfolio