Simplicity Wealth,Llc Ishares Tr Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 6,448 shares of DVY stock, worth $854,424. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,448
Previous 22,335 71.13%
Holding current value
$854,424
Previous $2.7 Million 67.8%
% of portfolio
0.08%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$119.99 - $135.74 $1.91 Million - $2.16 Million
-15,887 Reduced 71.13%
6,448 $870,000
Q2 2024

Jul 10, 2024
SELL
$115.73 - $125.75 $35,644 - $38,731
-308 Reduced 1.36%
22,335 $2.7 Million
Q1 2024

Apr 24, 2024
BUY
$113.31 - $123.18 $2.57 Million - $2.79 Million
22,643 New
22,643 $2.79 Million

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
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 Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email