Lake Street Advisors Group, LLC Ishares Tr Transaction History
Lake Street Advisors Group, LLC
- $2.12 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding DVY
# of Institutions
1,445Shares Held
95MCall Options Held
1.8MPut Options Held
161K-
Wealthfront Advisers LLC24.5MShares$3.28 Billion2.68% of portfolio
-
Bank Of America Corp Charlotte, NC8.29MShares$1.11 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.58MShares$880 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.88MShares$519 Million0.12% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA3.82MShares$511 Million0.34% of portfolio