Selective Wealth Management, Inc. Barclays Bank PLC Transaction History

Selective Wealth Management, Inc.

$240 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	BUY	$34.8 - $41.2 $17,330 - $20,517	498 New	498 $17,000

Others Institutions Holding DJP

# of Institutions

147

Shares Held

9.05M

Call Options Held

9.5K

Put Options Held

2.7K

Blb&B Advisors, LLC

1.93M
Shares

$62.5 Million
3.23% of portfolio
Osborne Partners Capital Management, LLC

753K
Shares

$24.3 Million
1.42% of portfolio
Wealth Enhancement Advisory Services, LLC

522K
Shares

$16.9 Million
0.03% of portfolio
Dimension Capital Management LLC Coral Gables, FL

499K
Shares

$16.1 Million
2.6% of portfolio
Badgley Phelps Wealth Managers, LLC

463K
Shares

$15 Million
0.35% of portfolio

About BARCLAYS BANK PLC

Ticker DJP
Exchange NYSE
Sector ETFs
Industry ETFs

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