Liberty Wealth Management LLC Ishares Tr U S Divid & Buyback Transaction History
Liberty Wealth Management LLC
- $546 Million
- Q2 2024
A detailed history of Liberty Wealth Management LLC transactions in Ishares Tr U S Divid & Buyback stock. As of the latest transaction made, Liberty Wealth Management LLC holds 4,774 shares of DIVB stock, worth $234,498. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,774
Previous 4,744
0.63%
Holding current value
$234,498
Previous $211,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding DIVB
# of Institutions
94Shares Held
5.33MCall Options Held
0Put Options Held
0-
Roosevelt Investment Group LLC769KShares$37.8 Million1.87% of portfolio
-
Ci Private Wealth, LLC Miami, FL600KShares$29.5 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC596KShares$29.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC422KShares$20.7 Million0.0% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI321KShares$15.8 Million5.65% of portfolio