Roberts Wealth Advisors, LLC Diageo PLC Transaction History
Roberts Wealth Advisors, LLC
- $261 Million
- Q1 2024
A detailed history of Roberts Wealth Advisors, LLC transactions in Diageo PLC stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 13,614 shares of DEO stock, worth $1.72 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
13,614
Previous 13,005
4.68%
Holding current value
$1.72 Million
Previous $5.62 Million
63.96%
% of portfolio
0.78%
Previous 0.87%
Shares
11 transactions
Others Institutions Holding DEO
# of Institutions
1,113Shares Held
56.2MCall Options Held
530KPut Options Held
423K-
Bank Of America Corp Charlotte, NC5.1MShares$643 Million0.07% of portfolio
-
Morgan Stanley New York, NY2.6MShares$328 Million0.03% of portfolio
-
Clearbridge Investments, LLC New York, NY2.35MShares$296 Million0.29% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA2.18MShares$274 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$233 Million0.07% of portfolio
About DIAGEO PLC
- Ticker DEO
- Exchange OTC
- Sector Consumer Defensive
- Industry Beverages—Wineries & Distilleries
- Shares Outstandng 569,436,992
- Market Cap $71.8B
- 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...