Pacific Capital Wealth Advisors, Inc Ishares Tr Transaction History

Pacific Capital Wealth Advisors, Inc

  • $577 Million
  • Q3 2025

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 $310,673. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,209
Previous 2,209 -0.0%
Holding current value
$310,673
Previous $293,000 6.83%
% of portfolio
0.05%
Previous 0.05%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$115.73 - $125.75 $255,647 - $277,781
2,209 New
2,209 $267,000

Others Institutions Holding DVY

# of Institutions
1,486
Shares Held
69.1M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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