Lake Point Wealth Management Ishares Tr Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Lake Point Wealth Management holds 270 shares of DVY stock, worth $35,777. This represents 0.02% of its overall portfolio holdings.
Number of Shares
270
Previous 274
1.46%
Holding current value
$35,777
Previous $35,000
8.57%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding DVY
# of Institutions
1,360Shares Held
70.5MCall Options Held
1.1MPut Options Held
383K-
Bank Of America Corp Charlotte, NC8.33MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.21MShares$823 Million0.06% of portfolio
-
International Assets Investment Management, LLC Orlando, FL4.37MShares$579 Million0.09% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.86MShares$512 Million0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA3.69MShares$489 Million0.11% of portfolio