Weatherly Asset Management L. P. Ishares Tr Transaction History
Weatherly Asset Management L. P.
- $1.11 Billion
- Q4 2024
A detailed history of Weatherly Asset Management L. P. transactions in Ishares Tr stock. As of the latest transaction made, Weatherly Asset Management L. P. holds 4,816 shares of DVY stock, worth $609,753. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,816
Previous 4,816
-0.0%
Holding current value
$609,753
Previous $650,000
2.77%
% of portfolio
0.06%
Previous 0.06%
Shares
21 transactions
Others Institutions Holding DVY
# of Institutions
1,449Shares Held
70.5MCall Options Held
1.8MPut Options Held
161K-
Bank Of America Corp Charlotte, NC8.29MShares$1.05 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.58MShares$833 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.88MShares$491 Million0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.82MShares$483 Million0.34% of portfolio
-
Northern Trust Corp Chicago, IL2.9MShares$367 Million0.06% of portfolio