A detailed history of Waller Financial Planning Group, Inc transactions in Ishares Tr stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 1,750 shares of DVY stock, worth $246,119. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,750
Holding current value
$246,119
% of portfolio
0.06%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026

BUY
$138.1 - $143.11 $241,675 - $250,442
1,750 New
1,750 $246,000

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Waller Financial Planning Group, Inc Portfolio

Follow Waller Financial Planning Group, Inc 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 Waller Financial Planning Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Waller Financial Planning Group, Inc with notifications on news.