Precedent Wealth Partners, LLC Ishares Tr Transaction History

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 12,306 shares of DVY stock, worth $1.63 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
12,306
Previous 12,306 -0.0%
Holding current value
$1.63 Million
Previous $1.49 Billion 11.65%
% of portfolio
0.55%
Previous 0.6%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$115.73 - $125.75 $3,703 - $4,024
-32 Reduced 0.26%
12,306 $1.49 Billion
Q1 2024

Apr 23, 2024
SELL
$113.31 - $123.18 $201,691 - $219,260
-1,780 Reduced 12.61%
12,338 $1.52 Billion
Q4 2023

Jan 18, 2024
BUY
$102.97 - $119.06 $1.45 Million - $1.68 Million
14,118 New
14,118 $1.65 Billion

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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