Straight Path Wealth Management Ishares Core High Dividend ETF Transaction History
Straight Path Wealth Management
- $373 Million
- Q3 2025
A detailed history of Straight Path Wealth Management transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Straight Path Wealth Management holds 9,019 shares of HDV stock, worth $1.1 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
9,019
Previous 8,950
0.77%
Holding current value
$1.1 Million
Previous $1.05 Million
5.34%
% of portfolio
0.3%
Previous 0.4%
Shares
9 transactions
Others Institutions Holding HDV
# of Institutions
892Shares Held
43MCall Options Held
830KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC4.45MShares$544 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.32MShares$406 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.82MShares$345 Million0.11% of portfolio
-
Ubs Group Ag1.4MShares$171 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$168 Million0.03% of portfolio