Topel & Distasi Wealth Management, LLC Barclays Bank PLC Transaction History

Topel & Distasi Wealth Management, LLC

$203 Million
Q3 2025

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 20,038 shares of DJP stock, worth $647,227. This represents 0.32% of its overall portfolio holdings.

Number of Shares

20,038

Previous 20,989 4.53%

Holding current value

$647,227

Previous $677,000 4.43%

% of portfolio

0.32%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	N/A	-951 Reduced 4.53%	20,038 $647,000
Q2 2025 Aug 07, 2025	SELL	N/A	-6,816 Reduced 24.51%	20,989 $677,000
Q1 2025 May 09, 2025	SELL	N/A	-7,266 Reduced 20.72%	27,805 $898,000
Q2 2024 Aug 09, 2024	SELL	$31.37 - $34.15 $72,903 - $79,364	-2,324 Reduced 6.21%	35,071 $1.12 Million
Q1 2024 May 06, 2024	BUY	$29.41 - $31.2 $200,458 - $212,659	6,816 Added 22.29%	37,395 $1.16 Million

Q4 2023 Jan 12, 2024	BUY	$29.54 - $32.81 $547,996 - $608,658	18,551 Added 154.23%	30,579 $929,000
Q3 2023 Nov 06, 2023	SELL	$30.62 - $33.14 $8,420 - $9,113	-275 Reduced 2.24%	12,028 $386,000
Q1 2023 May 12, 2023	BUY	$30.41 - $33.69 $374,134 - $414,488	12,303 New	12,303 $388,000

Others Institutions Holding DJP

# of Institutions

141

Shares Held

10.6M

Call Options Held

14.8K

Put Options Held

View Full List

About BARCLAYS BANK PLC

Ticker DJP
Exchange NYSE
Sector ETFs
Industry ETFs

More about DJP

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Topel & Distasi Wealth Management, LLC Barclays Bank PLC Transaction History