Rocky Mountain Advisers, LLC Barclays Bank PLC Transaction History

Rocky Mountain Advisers, LLC

$122 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 22, 2019	SELL	$21.22 - $24.59 $12,838 - $14,876	-605 Closed	0 $0
Q1 2018 May 16, 2018	BUY	$23.76 - $25.32 $14,374 - $15,318	605 New	605 $15,000

Others Institutions Holding DJP

# of Institutions

134

Shares Held

9.11M

Call Options Held

21.9K

Put Options Held

1.9K

Blb&B Advisors, LLC

1.84M
Shares

$59.5 Million
3.06% of portfolio
Osborne Partners Capital Management, LLC

752K
Shares

$24.3 Million
1.39% of portfolio
Wealth Enhancement Advisory Services, LLC

599K
Shares

$19.4 Million
0.04% of portfolio
Dimension Capital Management LLC Coral Gables, FL

501K
Shares

$16.2 Million
3.06% of portfolio
Badgley Phelps Wealth Managers, LLC

455K
Shares

$14.7 Million
0.35% of portfolio

About BARCLAYS BANK PLC

Ticker DJP
Exchange NYSE
Sector ETFs
Industry ETFs

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