Org Wealth Partners, LLC Ishares Tr Transaction History

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024

A detailed history of Org Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 255 shares of DVY stock, worth $34,111. This represents 0.02% of its overall portfolio holdings.

Number of Shares
255
Previous 264 3.41%
Holding current value
$34,111
Previous $35.7 Million 99.91%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$129.55 - $143.41 $1,165 - $1,290
-9 Reduced 3.41%
255 $33,000
Q3 2024

Oct 11, 2024
BUY
$119.99 - $135.74 $31,677 - $35,835
264 New
264 $35.7 Million

Others Institutions Holding DVY

# of Institutions
1,421
Shares Held
94M
Call Options Held
2.69M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email