Mowery & Schoenfeld Wealth Management, LLC Ishares Tr Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $63.3 Billion
- Q3 2024
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 4,545 shares of DVY stock, worth $602,257. This represents 0.97% of its overall portfolio holdings.
Number of Shares
4,545
Previous 4,545
-0.0%
Holding current value
$602,257
Previous $550 Million
11.65%
% of portfolio
0.97%
Previous 0.79%
Shares
1 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