Watershed Private Wealth LLC Ishares Tr Transaction History
Watershed Private Wealth LLC
- $235 Billion
- Q2 2024
A detailed history of Watershed Private Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Watershed Private Wealth LLC holds 22,785 shares of MBB stock, worth $2.18 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
22,785
Previous 21,214
7.41%
Holding current value
$2.18 Million
Previous $1.96 Billion
6.69%
% of portfolio
0.89%
Previous 0.87%
Shares
2 transactions
Others Institutions Holding MBB
# of Institutions
907Shares Held
311MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$6.96 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$2.79 Billion0.24% of portfolio
-
Envestnet Asset Management Inc25MShares$2.39 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