True Wealth Advisors, LLC Ishares Tr Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, True Wealth Advisors, LLC holds 3,000 shares of DVY stock, worth $405,300. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,000
Previous 3,000
-0.0%
Holding current value
$405,300
Previous $405,000
2.96%
% of portfolio
0.15%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding DVY
# of Institutions
1,369Shares Held
66.3MCall Options Held
1.1MPut Options Held
383K-
Bank Of America Corp Charlotte, NC8.33MShares$1.13 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.21MShares$839 Million0.06% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.86MShares$522 Million0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA3.69MShares$499 Million0.11% of portfolio
-
Northern Trust Corp Chicago, IL2.96MShares$399 Million0.07% of portfolio