San Luis Wealth Advisors LLC Ishares Tr U S Divid & Buyback Transaction History
San Luis Wealth Advisors LLC
- $465 Million
- Q2 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 158,542 shares of DIVB stock, worth $8.05 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
158,542Holding current value
$8.05 Million% of portfolio
1.71%Shares
1 transactions
Others Institutions Holding DIVB
# of Institutions
141Shares Held
11.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.97MShares$100 Million0.04% of portfolio
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Paradiem, LLC1.56MShares$79.2 Million22.03% of portfolio
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Roosevelt Investment Group LLC769KShares$39.1 Million1.87% of portfolio
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Bank Of America Corp Charlotte, NC608KShares$30.9 Million0.0% of portfolio
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Foguth Wealth Management, Llc. Brighton, MI514KShares$26.1 Million5.54% of portfolio