Walter & Keenan Wealth Management LLC Ishares Tr U S Divid & Buyback Transaction History
Walter & Keenan Wealth Management LLC
- $328 Million
- Q4 2024
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 $222,885. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,500
Previous 4,500
-0.0%
Holding current value
$222,885
Previous $218,000
2.29%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DIVB
# of Institutions
109Shares Held
7.38MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.37MShares$67.7 Million0.03% of portfolio
-
Roosevelt Investment Group LLC769KShares$38.1 Million1.87% of portfolio
-
Ci Private Wealth, LLC Miami, FL531KShares$26.3 Million0.04% of portfolio
-
Segall Bryant & Hamill, LLC Chicago, IL530KShares$26.2 Million0.36% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI479KShares$23.7 Million6.19% of portfolio