Wellspring Financial Advisors, LLC Ishares Core High Dividend ETF Transaction History
Wellspring Financial Advisors, LLC
- $735 Billion
- Q2 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 11,255 shares of HDV stock, worth $1.32 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,255
Previous 11,158
0.87%
Holding current value
$1.32 Million
Previous $1.23 Billion
0.51%
% of portfolio
0.17%
Previous 0.19%
Shares
17 transactions
Others Institutions Holding HDV
# of Institutions
765Shares Held
42.2MCall Options Held
898KPut Options Held
2.3K-
Bank Of America Corp Charlotte, NC4.64MShares$543 Million0.05% of portfolio
-
Morgan Stanley New York, NY3.08MShares$360 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$352 Million6.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.97MShares$230 Million0.11% of portfolio
-
Ubs Group Ag1.5MShares$176 Million0.04% of portfolio