Concentric Wealth Management, LLC Diageo PLC Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Diageo PLC stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 1,950 shares of DEO stock, worth $212,550. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,950
Previous 1,950
-0.0%
Holding current value
$212,550
Previous $245,000
11.43%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding DEO
# of Institutions
1,025Shares Held
54MCall Options Held
544KPut Options Held
542K-
Bank Of America Corp Charlotte, NC4.35MShares$475 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.69MShares$184 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.51MShares$165 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A61.46MShares$159 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.43MShares$156 Million0.04% of portfolio
About DIAGEO PLC
- Ticker DEO
- Exchange OTC
- Sector Consumer Defensive
- Industry Beverages—Wineries & Distilleries
- Shares Outstandng 569,436,992
- Market Cap $62.1B
- Description
- Diageo plc, together with its subsidiaries, produces, markets, and sells alcoholic beverages. The company offers scotch, whisky, gin, vodka, rum, ready to drink products, raki, liqueur, wine, tequila, Canadian whisky, American whiskey, cachaca, and brandy, as well as beer, including cider and non-alcoholic products. It provides its products unde...