Walter & Keenan Wealth Management LLC Ishares Tr U S Divid & Buyback Transaction History
Walter & Keenan Wealth Management LLC
- $330 Million
- Q1 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 $204,795. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,500
Previous 4,500
-0.0%
Holding current value
$204,795
Previous $213,000
2.35%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DIVB
# of Institutions
125Shares Held
9.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.68MShares$76.5 Million0.03% of portfolio
-
Roosevelt Investment Group LLC769KShares$35 Million1.87% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI602KShares$27.4 Million2.86% of portfolio
-
Ci Private Wealth, LLC Miami, FL510KShares$23.2 Million0.04% of portfolio
-
Segall Bryant & Hamill, LLC Chicago, IL508KShares$23.1 Million0.34% of portfolio