Grand Wealth Management, LLC Ishares Tr Transaction History
Grand Wealth Management, LLC
- $171 Million
- Q4 2024
A detailed history of Grand Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Grand Wealth Management, LLC holds 899 shares of DVY stock, worth $124,151. This represents 0.07% of its overall portfolio holdings.
Number of Shares
899
Previous 899
-0.0%
Holding current value
$124,151
Previous $121,000
2.48%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DVY
# of Institutions
1,445Shares Held
95MCall Options Held
1.8MPut Options Held
161K-
Wealthfront Advisers LLC24.5MShares$3.38 Billion2.68% of portfolio
-
Bank Of America Corp Charlotte, NC8.29MShares$1.15 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.58MShares$908 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.88MShares$535 Million0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.82MShares$527 Million0.34% of portfolio