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 $2.18 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
58,421
Previous 66,217
11.77%
Holding current value
$2.18 Million
Previous $2.37 Million
11.73%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DVYA
# of Institutions
27Shares Held
454KCall Options Held
0Put Options Held
0-
Old Port Advisors89KShares$3.32 Million0.94% of portfolio
-
Concord Asset Management, Llc/Va Abingdon, VA56.8KShares$2.12 Million0.44% of portfolio
-
Concord Wealth Partners54.9KShares$2.05 Million0.33% of portfolio
-
Scotia Capital Inc.54.4KShares$2.03 Million0.01% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA39.7KShares$1.48 Million0.0% of portfolio