Walter & Keenan Wealth Management LLC Ishares Tr U S Divid & Buyback Call Options Transaction History
Walter & Keenan Wealth Management LLC
- $330 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DIVB
# of Institutions
148Shares Held
11.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.97MShares$99.3 Million0.04% of portfolio
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Paradiem, LLC1.56MShares$78.5 Million22.03% of portfolio
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Roosevelt Investment Group LLC769KShares$38.7 Million1.87% of portfolio
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Bank Of America Corp Charlotte, NC608KShares$30.6 Million0.0% of portfolio
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Foguth Wealth Management, Llc. Brighton, MI514KShares$25.9 Million5.54% of portfolio