Waypoint Wealth Counsel Ishares Tr Transaction History
Waypoint Wealth Counsel
- $131 Billion
- Q2 2024
A detailed history of Waypoint Wealth Counsel transactions in Ishares Tr stock. As of the latest transaction made, Waypoint Wealth Counsel holds 9,905 shares of DVY stock, worth $1.26 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
9,905
Previous 10,046
1.4%
Holding current value
$1.26 Million
Previous $1.24 Billion
3.16%
% of portfolio
0.92%
Previous 0.95%
Shares
7 transactions
Others Institutions Holding DVY
# of Institutions
1,301Shares Held
68MCall Options Held
388KPut Options Held
223K-
Bank Of America Corp Charlotte, NC8.44MShares$1.07 Billion0.1% of portfolio
-
Morgan Stanley New York, NY6.33MShares$804 Million0.06% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4MShares$508 Million0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA3.88MShares$493 Million0.12% of portfolio
-
Northern Trust Corp Chicago, IL3.12MShares$396 Million0.07% of portfolio