Trace Wealth Advisors, LLC Ishares Tr Transaction History
Trace Wealth Advisors, LLC
- $112 Billion
- Q4 2024
A detailed history of Trace Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 6,124 shares of DVY stock, worth $819,574. This represents 0.72% of its overall portfolio holdings.
Number of Shares
6,124Holding current value
$819,574% of portfolio
0.72%Shares
1 transactions
Others Institutions Holding DVY
# of Institutions
1,446Shares Held
95MCall Options Held
1.8MPut Options Held
161K-
Wealthfront Advisers LLC24.5MShares$3.28 Billion2.68% of portfolio
-
Bank Of America Corp Charlotte, NC8.29MShares$1.11 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.58MShares$880 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA3.88MShares$519 Million0.12% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA3.82MShares$511 Million0.34% of portfolio