Walter & Keenan Wealth Management LLC Ishares Tr U S Divid & Buyback Call Options Transaction History
Walter & Keenan Wealth Management LLC
- $328 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DIVB
# of Institutions
116Shares Held
8.25MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.68MShares$84.1 Million0.03% of portfolio
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Roosevelt Investment Group LLC769KShares$38.5 Million1.87% of portfolio
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Ci Private Wealth, LLC Miami, FL510KShares$25.5 Million0.04% of portfolio
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Segall Bryant & Hamill, LLC Chicago, IL508KShares$25.4 Million0.34% of portfolio
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Foguth Wealth Management, Llc. Brighton, MI479KShares$23.9 Million6.19% of portfolio