San Luis Wealth Advisors LLC Ishares Core High Dividend ETF Transaction History
San Luis Wealth Advisors LLC
- $446 Million
- Q3 2025
A detailed history of San Luis Wealth Advisors LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 1,879 shares of HDV stock, worth $229,726. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,879
Previous 1,864
0.8%
Holding current value
$229,726
Previous $228,000
0.88%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding HDV
# of Institutions
892Shares Held
43.1MCall Options Held
830KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC4.45MShares$544 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.32MShares$406 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.82MShares$345 Million0.11% of portfolio
-
Ubs Group Ag1.4MShares$171 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$168 Million0.03% of portfolio