Midland Wealth Advisors LLC Ishares Tr Transaction History

Midland Wealth Advisors LLC

$1.66 Trillion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$102.97 - $119.06 $211,912 - $245,025	2,058 New	2,058 $241 Million

Others Institutions Holding DVY

# of Institutions

1,442

Shares Held

95M

Call Options Held

1.8M

Put Options Held

161K

Wealthfront Advisers LLC

24.5M
Shares

$3.35 Billion
2.68% of portfolio
Bank Of America Corp Charlotte, NC

8.29M
Shares

$1.13 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.58M
Shares

$899 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

3.88M
Shares

$530 Million
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.82M
Shares

$522 Million
0.34% of portfolio

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Midland Wealth Advisors LLC with notifications on news.