Canvas Wealth Advisors, LLC Ishares Tr U S Divid & Buyback Transaction History
Canvas Wealth Advisors, LLC
- $470 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding DIVB
# of Institutions
150Shares Held
12.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.25MShares$118 Million0.04% of portfolio
-
Paradiem, LLC1.56MShares$81.7 Million22.03% of portfolio
-
Roosevelt Investment Group LLC769KShares$40.3 Million1.87% of portfolio
-
Bank Of America Corp Charlotte, NC709KShares$37.1 Million0.0% of portfolio
-
Steward Partners Investment Advisory, LLC630KShares$33 Million0.26% of portfolio