San Luis Wealth Advisors LLC Ishares Tr U S Divid & Buyback Transaction History
San Luis Wealth Advisors LLC
- $473 Million
- Q4 2025
A detailed history of San Luis Wealth Advisors LLC transactions in Ishares Tr U S Divid & Buyback stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 297,407 shares of DIVB stock, worth $15.5 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
297,407
Previous 239,137
24.37%
Holding current value
$15.5 Million
Previous $12.5 Million
23.94%
% of portfolio
3.28%
Previous 2.8%
Shares
3 transactions
Others Institutions Holding DIVB
# of Institutions
159Shares Held
14.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.74MShares$142 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC1.1MShares$57 Million0.0% of portfolio
-
Paradiem, LLC978KShares$50.9 Million13.95% of portfolio
-
Roosevelt Investment Group LLC769KShares$40.1 Million1.87% of portfolio
-
Steward Partners Investment Advisory, LLC672KShares$35 Million0.21% of portfolio