Wcg Wealth Advisors LLC Ishares Tr Transaction History

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$107.22 - $127.71 $31,308 - $37,291	292 Added 14.43%	2,316 $249,000
Q2 2022 Aug 23, 2022	BUY	$113.21 - $132.14 $229,137 - $267,451	2,024 New	2,024 $238,000

Others Institutions Holding DVY

# of Institutions

1,360

Shares Held

70.5M

Call Options Held

1.1M

Put Options Held

383K

Bank Of America Corp Charlotte, NC

8.33M
Shares

$1.1 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.21M
Shares

$820 Million
0.06% of portfolio
International Assets Investment Management, LLC Orlando, FL

4.37M
Shares

$577 Million
0.09% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.86M
Shares

$510 Million
0.33% of portfolio
Wells Fargo & Company San Francisco, CA

3.69M
Shares

$487 Million
0.11% of portfolio

About ISHARES TR

Ticker DVY
Sector ETFs
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