Topel & Distasi Wealth Management, LLC Barclays Bank PLC Transaction History

Topel & Distasi Wealth Management, LLC

  • $226 Million
  • Q1 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 37,395 shares of DJP stock, worth $1.21 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
37,395
Previous 30,579 22.29%
Holding current value
$1.21 Million
Previous $929,000 25.08%
% of portfolio
0.51%
Previous 0.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$29.41 - $31.2 $200,458 - $212,659
6,816 Added 22.29%
37,395 $1.16 Million
Q4 2023

Jan 12, 2024
BUY
$29.54 - $32.81 $547,996 - $608,658
18,551 Added 154.23%
30,579 $929,000
Q3 2023

Nov 06, 2023
SELL
$30.62 - $33.14 $8,420 - $9,113
-275 Reduced 2.24%
12,028 $386,000
Q1 2023

May 12, 2023
BUY
$30.41 - $33.69 $374,134 - $414,488
12,303 New
12,303 $388,000

Others Institutions Holding DJP

# of Institutions
143
Shares Held
8.3M
Call Options Held
300
Put Options Held
0
View Full List

About BARCLAYS BANK PLC

DJP Quotes by TradingView
  • Ticker DJP
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DJP
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