Pacific Capital Wealth Advisors, Inc Ishares Tr Transaction History
Pacific Capital Wealth Advisors, Inc
- $598 Million
- Q4 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Tr stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 2,209 shares of DVY stock, worth $301,948. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,209
Previous 2,209
-0.0%
Holding current value
$301,948
Previous $298,000
2.68%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DVY
# of Institutions
1,442Shares Held
95MCall Options Held
1.8MPut Options Held
161K-
Wealthfront Advisers LLC24.5MShares$3.35 Billion2.68% of portfolio
-
Bank Of America Corp Charlotte, NC8.29MShares$1.13 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.58MShares$899 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.88MShares$530 Million0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.82MShares$522 Million0.34% of portfolio