Cm Wealth Advisors LLC Ishares S&P 100 ETF Transaction History
Cm Wealth Advisors LLC
- $210 Million
- Q2 2024
A detailed history of Cm Wealth Advisors LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 158,189 shares of OEF stock, worth $42.1 Million. This represents 19.92% of its overall portfolio holdings.
Number of Shares
158,189
Previous 266,635
40.67%
Holding current value
$42.1 Million
Previous $66 Million
36.62%
% of portfolio
19.92%
Previous 18.68%
Shares
8 transactions
Others Institutions Holding OEF
# of Institutions
801Shares Held
34.7MCall Options Held
9.6KPut Options Held
15.1K-
Bank Of America Corp Charlotte, NC5.97MShares$1.59 Billion0.14% of portfolio
-
Fifth Third Bancorp2.34MShares$623 Million2.38% of portfolio
-
Cresset Asset Management, LLC Chicago, IL2.23MShares$594 Million2.5% of portfolio
-
Jones Financial Companies Lllp1.87MShares$498 Million0.57% of portfolio
-
Jpmorgan Chase & CO New York, NY1.48MShares$394 Million0.03% of portfolio