Essential Planning, Llc. Ishares Tr Transaction History
Essential Planning, Llc.
- $227 Million
- Q2 2024
A detailed history of Essential Planning, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Essential Planning, Llc. holds 51,056 shares of MBB stock, worth $4.89 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
51,056
Previous 49,227
3.72%
Holding current value
$4.89 Million
Previous $4.55 Million
3.03%
% of portfolio
2.06%
Previous 2.18%
Shares
7 transactions
Others Institutions Holding MBB
# of Institutions
909Shares Held
311MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$6.97 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$2.79 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$1.61 Billion0.68% of portfolio