Walter & Keenan Wealth Management LLC Ishares Tr U S Divid & Buyback Transaction History
Walter & Keenan Wealth Management LLC
- $355 Million
- Q3 2025
A detailed history of Walter & Keenan Wealth Management LLC transactions in Ishares Tr U S Divid & Buyback stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 4,500 shares of DIVB stock, worth $234,315. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,500
Previous 4,500
-0.0%
Holding current value
$234,315
Previous $226,000
3.98%
% of portfolio
0.07%
Previous 0.07%
Shares
2 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
-
Advisors Capital Management, LLC Ridgewood, NJ690KShares$35.9 Million0.46% of portfolio