Wealth Plan Partners, LLC Ishares Tr Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
A detailed history of Wealth Plan Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 5,905 shares of DVY stock, worth $816,838. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,905
Previous 6,119
3.5%
Holding current value
$816,838
Previous $740 Million
7.74%
% of portfolio
0.11%
Previous 0.08%
Shares
25 transactions
Others Institutions Holding DVY
# of Institutions
1,359Shares Held
70.5MCall Options Held
1.1MPut Options Held
383K-
Bank Of America Corp Charlotte, NC8.33MShares$1.15 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.21MShares$859 Million0.06% of portfolio
-
International Assets Investment Management, LLC Orlando, FL4.37MShares$605 Million0.09% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.86MShares$534 Million0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA3.69MShares$511 Million0.11% of portfolio