Trifecta Capital Advisors, LLC Ishares Tr Transaction History

Trifecta Capital Advisors, LLC

  • $478 Billion
  • Q3 2024

A detailed history of Trifecta Capital Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 14,380 shares of DVY stock, worth $1.87 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
14,380
Previous 14,380 -0.0%
Holding current value
$1.87 Million
Previous $1.74 Billion 11.65%
% of portfolio
0.41%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 25, 2024
BUY
$102.97 - $119.06 $849,502 - $982,245
8,250 Added 134.58%
14,380 $1.69 Billion
Q1 2023

May 09, 2023
SELL
$110.68 - $126.38 $44,272 - $50,552
-400 Reduced 6.13%
6,130 $718 Million
Q4 2022

Jan 17, 2023
BUY
$107.39 - $125.5 $701,256 - $819,515
6,530 New
6,530 $788 Million

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Trifecta Capital Advisors, LLC Portfolio

Follow Trifecta Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trifecta Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trifecta Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email