Walter & Keenan Wealth Management LLC Ishares Tr U S Divid & Buyback Transaction History
Walter & Keenan Wealth Management LLC
- $330 Million
- Q1 2025
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 $224,460. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,500
Previous 4,500
-0.0%
Holding current value
$224,460
Previous $213,000
2.35%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DIVB
# of Institutions
144Shares Held
11.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.97MShares$98.4 Million0.04% of portfolio
-
Paradiem, LLC1.56MShares$77.8 Million22.03% of portfolio
-
Roosevelt Investment Group LLC769KShares$38.4 Million1.87% of portfolio
-
Bank Of America Corp Charlotte, NC608KShares$30.3 Million0.0% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI514KShares$25.6 Million5.54% of portfolio