Trace Wealth Advisors, LLC Ishares Tr Transaction History

Trace Wealth Advisors, LLC

  • $112 Billion
  • Q1 2025

A detailed history of Trace Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 6,124 shares of DVY stock, worth $831,639. This represents 0.73% of its overall portfolio holdings.

Number of Shares
6,124
Previous 6,124 -0.0%
Holding current value
$831,639
Previous $804 Million 2.29%
% of portfolio
0.73%
Previous 0.72%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$129.55 - $143.41 $793,364 - $878,242
6,124 New
6,124 $804 Million

Others Institutions Holding DVY

# of Institutions
1,460
Shares Held
70.6M
Call Options Held
816K
Put Options Held
62.9K
View Full List

About ISHARES TR

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