Waypoint Wealth Partners Inc. Ishares Tr Transaction History

Waypoint Wealth Partners Inc.

  • $349 Million
  • Q1 2025

A detailed history of Waypoint Wealth Partners Inc. transactions in Ishares Tr stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 3,410 shares of DVY stock, worth $447,289. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,410
Previous 3,585 4.88%
Holding current value
$447,289
Previous $470,000 2.77%
% of portfolio
0.13%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$128.58 - $138.1 $22,501 - $24,167
-175 Reduced 4.88%
3,410 $457,000
Q4 2023

Feb 09, 2024
BUY
$102.97 - $119.06 $369,147 - $426,830
3,585 New
3,585 $420,000

Others Institutions Holding DVY

# of Institutions
1,455
Shares Held
69.7M
Call Options Held
1.1M
Put Options Held
62.9K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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