Turtle Creek Wealth Advisors, LLC Ishares Tr Transaction History

Turtle Creek Wealth Advisors, LLC

  • $432 Billion
  • Q2 2024

A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 1,658 shares of DVY stock, worth $221,376. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,658
Previous 958 73.07%
Holding current value
$221,376
Previous $118 Million 69.98%
% of portfolio
0.05%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$115.73 - $125.75 $81,011 - $88,025
700 Added 73.07%
1,658 $201 Million
Q4 2023

Jan 26, 2024
BUY
$102.97 - $119.06 $98,645 - $114,059
958 New
958 $112 Million

Others Institutions Holding DVY

# of Institutions
1,335
Shares Held
69.2M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Turtle Creek Wealth Advisors, LLC Portfolio

Follow Turtle Creek Wealth Advisors, 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 Turtle Creek Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Turtle Creek Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email