Avestar Capital, LLC Ishares Tr Transaction History

Avestar Capital, LLC

$1.12 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 14, 2019	SELL	$100.87 - $103.22 $13,113 - $13,418	-130 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	N/A	130	130 $12,000

Others Institutions Holding DVY

# of Institutions

1,421

Shares Held

94M

Call Options Held

2.69M

Put Options Held

383K

Wealthfront Advisers LLC

24.5M
Shares

$3.28 Billion
2.68% of portfolio
Bank Of America Corp Charlotte, NC

8.33M
Shares

$1.11 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.21M
Shares

$831 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

3.88M
Shares

$518 Million
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.82M
Shares

$510 Million
0.34% of portfolio

About ISHARES TR

Ticker DVY
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