San Luis Wealth Advisors LLC Ishares Tr U S Divid & Buyback Transaction History
San Luis Wealth Advisors LLC
- $446 Million
- Q3 2025
A detailed history of San Luis Wealth Advisors LLC transactions in Ishares Tr U S Divid & Buyback stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 239,137 shares of DIVB stock, worth $12.5 Million. This represents 2.8% of its overall portfolio holdings.
Number of Shares
239,137
Previous 158,542
50.84%
Holding current value
$12.5 Million
Previous $8.28 Million
50.84%
% of portfolio
2.8%
Previous 2.14%
Shares
2 transactions
Others Institutions Holding DIVB
# of Institutions
155Shares Held
12.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.74MShares$142 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC1.1MShares$57 Million0.0% of portfolio
-
Roosevelt Investment Group LLC769KShares$40.1 Million1.87% of portfolio
-
Steward Partners Investment Advisory, LLC672KShares$35 Million0.21% of portfolio
-
Iag Wealth Partners, LLC517KShares$26.9 Million3.64% of portfolio