Family Wealth Group, LLC Ishares Tr Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Family Wealth Group, LLC holds 2,905 shares of MBB stock, worth $278,618. This represents 0.29% of its overall portfolio holdings.
Number of Shares
2,905
Previous 2,760
5.25%
Holding current value
$278,618
Previous $255,000
4.31%
% of portfolio
0.29%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding MBB
# of Institutions
907Shares Held
311MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$6.98 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$2.8 Billion0.24% of portfolio
-
Envestnet Asset Management Inc25MShares$2.4 Billion0.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.1MShares$1.73 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa16.9MShares$1.62 Billion0.68% of portfolio