Destiny Capital Securities’s iShares Select Dividend ETF DVY Stock Holding History

Destiny Capital Securities’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$453K	Buy	+4,206	New	+$478K	0.37%	34

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Destiny Capital Securities's DVY Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in iShares Select Dividend ETF (DVY) in Q3 2023: 4,206 shares worth $453K. The stake represents 0.37% of the portfolio and ranks #34 among its holdings.

1,155 funds tracked by Wall St. Rank hold DVY as of Q3 2023.

Destiny Capital Securities held 4,206 shares of iShares Select Dividend ETF worth $453K as of Q3 2023.
iShares Select Dividend ETF was a new Destiny Capital Securities position in Q3 2023.
iShares Select Dividend ETF made up 0.37% of Destiny Capital Securities's portfolio in Q3 2023, its #34 holding.
1,155 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.