Weatherly Asset Management L. P. Ishares Tr Transaction History
Weatherly Asset Management L. P.
- $1.14 Billion
- Q3 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 $666,197. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,816
Previous 4,821
0.1%
Holding current value
$666,197
Previous $583,000
11.49%
% of portfolio
0.06%
Previous 0.05%
Shares
21 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