Walter & Keenan Wealth Management LLC Ishares Tr U S Divid & Buyback Transaction History
Walter & Keenan Wealth Management LLC
- $304 Million
- Q1 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 $197,865. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,500Holding current value
$197,865% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding DIVB
# of Institutions
85Shares Held
4.5MCall Options Held
0Put Options Held
0-
Roosevelt Investment Group LLC769KShares$33.8 Million1.87% of portfolio
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Ci Private Wealth, LLC Miami, FL645KShares$28.4 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC539KShares$23.7 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL420KShares$18.5 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC409KShares$18 Million0.0% of portfolio