Walter & Keenan Wealth Management LLC Ishares Tr U S Divid & Buyback Transaction History
Walter & Keenan Wealth Management LLC
- $327 Million
- Q3 2024
A detailed history of Walter & Keenan Wealth Management LLC transactions in Ishares Tr U S Divid & Buyback stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 4,500 shares of DIVB stock, worth $227,430. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,500Holding current value
$227,430% of portfolio
0.07%Shares
2 transactions
Others Institutions Holding DIVB
# of Institutions
106Shares Held
7.02MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.37MShares$69.1 Million0.03% of portfolio
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Roosevelt Investment Group LLC769KShares$38.9 Million1.87% of portfolio
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Ci Private Wealth, LLC Miami, FL531KShares$26.9 Million0.04% of portfolio
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Segall Bryant & Hamill, LLC Chicago, IL530KShares$26.8 Million0.36% of portfolio
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Bank Of America Corp Charlotte, NC436KShares$22 Million0.0% of portfolio