Masso Torrence Wealth Management Inc. Ishares Tr U S Divid & Buyback Transaction History
Masso Torrence Wealth Management Inc.
- $200 Million
- Q2 2025
A detailed history of Masso Torrence Wealth Management Inc. transactions in Ishares Tr U S Divid & Buyback stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 237,358 shares of DIVB stock, worth $12.3 Million. This represents 5.97% of its overall portfolio holdings.
Number of Shares
237,358
Previous 225,273
5.36%
Holding current value
$12.3 Million
Previous $10.9 Million
9.27%
% of portfolio
5.97%
Previous 6.33%
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$117 Million0.04% of portfolio
-
Paradiem, LLC1.56MShares$81 Million22.03% of portfolio
-
Roosevelt Investment Group LLC769KShares$39.9 Million1.87% of portfolio
-
Bank Of America Corp Charlotte, NC709KShares$36.8 Million0.0% of portfolio
-
Steward Partners Investment Advisory, LLC630KShares$32.7 Million0.26% of portfolio