Org Wealth Partners, LLC Ishares Tr Transaction History

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024

A detailed history of Org Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 255 shares of DVY stock, worth $34,606. This represents 0.02% of its overall portfolio holdings.

Number of Shares
255
Previous 264 3.41%
Holding current value
$34,606
Previous $35.7 Million 99.91%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$129.55 - $143.41 $1,165 - $1,290
-9 Reduced 3.41%
255 $33,000
Q3 2024

Oct 11, 2024
BUY
$119.99 - $135.74 $31,677 - $35,835
264 New
264 $35.7 Million

Others Institutions Holding DVY

# of Institutions
1,436
Shares Held
95M
Call Options Held
1.82M
Put Options Held
167K
View Full List

About ISHARES TR

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