Soundmark Wealth Management, LLC Ishares Tr Transaction History

Soundmark Wealth Management, LLC

  • $225 Million
  • Q1 2024

A detailed history of Soundmark Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Soundmark Wealth Management, LLC holds 1,803 shares of DVY stock, worth $216,341. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,803
Previous 1,800 0.17%
Holding current value
$216,341
Previous $210,000 5.71%
% of portfolio
0.1%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
BUY
$113.31 - $123.18 $339 - $369
3 Added 0.17%
1,803 $222,000
Q4 2023

Jan 09, 2024
BUY
$102.97 - $119.06 $185,346 - $214,308
1,800 New
1,800 $210,000

Others Institutions Holding DVY

# of Institutions
1,310
Shares Held
68.2M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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