Maxwell Wealth Strategies Inc. Ishares Tr Transaction History
Maxwell Wealth Strategies Inc.
- $235 Billion
- Q3 2024
A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares Tr stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 7,658 shares of MBB stock, worth $699,175. This represents 0.3% of its overall portfolio holdings.
Number of Shares
7,658
Previous 8,447
9.34%
Holding current value
$699,175
Previous $776 Million
8.29%
% of portfolio
0.3%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding MBB
# of Institutions
944Shares Held
327MCall Options Held
152KPut Options Held
48.5K-
Bank Of America Corp Charlotte, NC74.2MShares$6.77 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY34.7MShares$3.16 Billion0.27% of portfolio
-
Envestnet Asset Management Inc27.4MShares$2.5 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.2MShares$1.75 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa18.3MShares$1.67 Billion0.72% of portfolio