Loveless Wealth Management LLC Ishares Tr Transaction History
Loveless Wealth Management LLC
- $153 Million
- Q2 2022
A detailed history of Loveless Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Loveless Wealth Management LLC holds 5,705 shares of DVY stock, worth $765,097. This represents 0.44% of its overall portfolio holdings.
Number of Shares
5,705
Previous 5,705
-0.0%
Holding current value
$765,097
Previous $731,000
8.21%
% of portfolio
0.44%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding DVY
# of Institutions
1,402Shares Held
93.1MCall Options Held
1.1MPut Options Held
383K-
Wealthfront Advisers LLC24.5MShares$3.28 Billion2.68% of portfolio
-
Bank Of America Corp Charlotte, NC8.33MShares$1.12 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.21MShares$833 Million0.06% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.82MShares$512 Million0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA3.69MShares$495 Million0.11% of portfolio