Henrickson Nauta Wealth Advisors, Inc. Ishares Tr Transaction History

Henrickson Nauta Wealth Advisors, Inc.

  • $248 Million
  • Q3 2024

A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 2,914 shares of DVY stock, worth $386,542. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,914
Previous 2,914 -0.0%
Holding current value
$386,542
Previous $352,000 11.65%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Jul 31, 2024
BUY
$115.73 - $125.75 $97,328 - $105,755
841 Added 40.57%
2,914 $352,000
Q1 2024

Apr 15, 2024
SELL
$113.31 - $123.18 $27,760 - $30,179
-245 Reduced 10.57%
2,073 $255,000
Q4 2023

Jan 12, 2024
BUY
$102.97 - $119.06 $32,538 - $37,622
316 Added 15.78%
2,318 $271,000
Q3 2023

Oct 10, 2023
SELL
$107.44 - $118.16 $51,786 - $56,953
-482 Reduced 19.4%
2,002 $215,000
Q3 2022

Oct 26, 2022
BUY
$107.22 - $127.71 $266,334 - $317,231
2,484 New
2,484 $266,000
Q1 2022

May 16, 2022
SELL
$119.99 - $129.75 $28,557 - $30,880
-238 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$114.37 - $122.59 $27,220 - $29,176
238 New
238 $29,000

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
Track This Portfolio

Track Henrickson Nauta Wealth Advisors, Inc. Portfolio

Follow Henrickson Nauta Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Henrickson Nauta Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Henrickson Nauta Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email