Mowery & Schoenfeld Wealth Management, LLC Ishares Tr Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $51.4 Billion
- Q4 2024
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 4,545 shares of DVY stock, worth $603,439. This represents 1.16% of its overall portfolio holdings.
Number of Shares
4,545
Previous 4,545
-0.0%
Holding current value
$603,439
Previous $614 Million
2.8%
% of portfolio
1.16%
Previous 0.97%
Shares
1 transactions
Others Institutions Holding DVY
# of Institutions
1,446Shares Held
95MCall Options Held
1.8MPut Options Held
161K-
Wealthfront Advisers LLC24.5MShares$3.25 Billion2.68% of portfolio
-
Bank Of America Corp Charlotte, NC8.29MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.58MShares$873 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.88MShares$515 Million0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.82MShares$507 Million0.34% of portfolio