Wellspring Financial Advisors, LLC Ishares Tr Transaction History
Wellspring Financial Advisors, LLC
- $957 Billion
- Q4 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 7,384 shares of DVY stock, worth $988,274. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,384
Previous 7,383
0.01%
Holding current value
$988,274
Previous $997 Million
2.79%
% of portfolio
0.1%
Previous 0.12%
Shares
19 transactions
Others Institutions Holding DVY
# of Institutions
1,445Shares Held
95MCall Options Held
1.8MPut Options Held
161K-
Wealthfront Advisers LLC24.5MShares$3.28 Billion2.68% of portfolio
-
Bank Of America Corp Charlotte, NC8.29MShares$1.11 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.58MShares$880 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.88MShares$519 Million0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.82MShares$511 Million0.34% of portfolio