Valley Financial Management, Inc. Ishares Tr Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Valley Financial Management, Inc. holds 23,368 shares of MBB stock, worth $2.18 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
23,368Holding current value
$2.18 Million% of portfolio
1.13%Shares
1 transactions
Others Institutions Holding MBB
# of Institutions
1,048Shares Held
349MCall Options Held
615KPut Options Held
48K-
Bank Of America Corp Charlotte, NC62.5MShares$5.84 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY50.8MShares$4.74 Billion0.37% of portfolio
-
Envestnet Asset Management Inc26.6MShares$2.49 Billion0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.3MShares$2.27 Billion0.92% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa21MShares$1.97 Billion0.87% of portfolio