Wellington Wealth Strategies, Llc. Ishares Tr Transaction History

Wellington Wealth Strategies, Llc.

$23.8 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$91.2 - $93.98 $412,588 - $425,165	4,524 New	4,524 $418 Million

Others Institutions Holding MBB

# of Institutions

907

Shares Held

311M

Call Options Held

242K

Put Options Held

1.64M

Bank Of America Corp Charlotte, NC

72.8M
Shares

$6.98 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

29.1M
Shares

$2.8 Billion
0.24% of portfolio
Envestnet Asset Management Inc

25M
Shares

$2.4 Billion
0.82% of portfolio
Lpl Financial LLC Fort Mill, SC

18.1M
Shares

$1.73 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

16.9M
Shares

$1.62 Billion
0.68% of portfolio

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

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