Trajan Wealth LLC Ishares Tr Transaction History
Trajan Wealth LLC
- $1.7 Trillion
- Q3 2024
A detailed history of Trajan Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Trajan Wealth LLC holds 36,106 shares of GVI stock, worth $3.77 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
36,106
Previous 39,012
7.45%
Holding current value
$3.77 Million
Previous $4.05 Billion
4.44%
% of portfolio
0.23%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding GVI
# of Institutions
287Shares Held
28.2MCall Options Held
0Put Options Held
0-
Stifel Financial Corp St. Louis, MO1.97MShares$206 Million0.23% of portfolio
-
Envestnet Asset Management Inc1.93MShares$202 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$171 Million0.01% of portfolio
-
Eastern Bank1.24MShares$129 Million2.43% of portfolio
-
Strategic Financial Services, Inc, Utica, NY1.22MShares$128 Million7.79% of portfolio