Pacific Capital Wealth Advisors, Inc Ishares Tr Transaction History
Pacific Capital Wealth Advisors, Inc
- $592 Million
- Q3 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 $291,477. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,209
Previous 2,209
-0.0%
Holding current value
$291,477
Previous $267,000
11.61%
% of portfolio
0.05%
Previous 0.05%
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$820 Million0.06% of portfolio
-
International Assets Investment Management, LLC Orlando, FL4.37MShares$577 Million0.09% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.86MShares$510 Million0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA3.69MShares$487 Million0.11% of portfolio