Turtle Creek Wealth Advisors, LLC Ishares Tr Transaction History
Turtle Creek Wealth Advisors, LLC
- $499 Billion
- Q3 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 2,986 shares of DVY stock, worth $412,545. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,986
Previous 1,658
80.1%
Holding current value
$412,545
Previous $201 Million
101.07%
% of portfolio
0.08%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DVY
# of Institutions
1,340Shares Held
69.2MCall Options Held
640KPut Options Held
217K-
Bank Of America Corp Charlotte, NC8.15MShares$1.13 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.16MShares$852 Million0.06% of portfolio
-
International Assets Investment Management, LLC Orlando, FL4.37MShares$604 Million0.09% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.86MShares$533 Million0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA3.68MShares$508 Million0.11% of portfolio