Vision Point Advisory Group, LLC Ishares Tr Transaction History
Vision Point Advisory Group, LLC
- $264 Million
- Q4 2024
A detailed history of Vision Point Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 1,015 shares of DVY stock, worth $139,369. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,015
Previous 1,015
-0.0%
Holding current value
$139,369
Previous $137,000
2.92%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DVY
# of Institutions
1,442Shares Held
95MCall Options Held
1.8MPut Options Held
161K-
Wealthfront Advisers LLC24.5MShares$3.36 Billion2.68% of portfolio
-
Bank Of America Corp Charlotte, NC8.29MShares$1.14 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.58MShares$903 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.88MShares$532 Million0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.82MShares$524 Million0.34% of portfolio