Transform Wealth, LLC Ishares Asia/Pacific Divid 30 Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
A detailed history of Transform Wealth, LLC transactions in Ishares Asia/Pacific Divid 30 stock. As of the latest transaction made, Transform Wealth, LLC holds 58,421 shares of DVYA stock, worth $2.49 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
58,421
Previous 66,217
11.77%
Holding current value
$2.49 Million
Previous $2.37 Million
11.73%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DVYA
# of Institutions
32Shares Held
530KCall Options Held
0Put Options Held
0-
Concord Asset Management, Llc/Va Abingdon, VA62.1KShares$2.65 Million0.36% of portfolio
-
Concord Wealth Partners62.1KShares$2.65 Million0.36% of portfolio
-
Kovitz Investment Group Partners, LLC57.6KShares$2.45 Million0.01% of portfolio
-
Old Port Advisors55.5KShares$2.37 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.2KShares$1.8 Million0.0% of portfolio