Kellett Wealth Advisors, LLC
Position in DIVB — iShares Core Dividend ETF
CIK 1910381
CINCINNATI, OH
All Filings in DIVB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 DIVB | $619,454 | 12,767 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 DIVB | $462,955 | 9,767 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 DIVB | $722,728 | 14,917 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 DIVB | $659,928 | 14,917 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 DIVB | $1,034,758 | 23,253 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 DIVB | $839,924 | 20,461 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 DIVB | $731,532 | 19,649 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 DIVB | $720,993 | 18,849 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 DIVB | $654,954 | 17,545 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 DIVB | $699,336 | 18,644 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 DIVB | $629,879 | 18,641 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 DIVB | $902,651 | 24,887 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 DIVB | $1,005,067 | 24,085 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 DIVB | $880,086 | 20,582 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||