Wr Wealth Planners, LLC Ishares Core High Dividend ETF Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,658 shares of HDV stock, worth $200,982. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,658
Previous 1,461
13.48%
Holding current value
$200,982
Previous $158,000
23.42%
% of portfolio
0.06%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding HDV
# of Institutions
799Shares Held
48.2MCall Options Held
822KPut Options Held
56K-
Bank Of America Corp Charlotte, NC4.58MShares$555 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.49MShares$423 Million0.14% of portfolio
-
Morgan Stanley New York, NY3.13MShares$380 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$365 Million6.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.24MShares$271 Million0.12% of portfolio