Shared Vision Wealth Group LLC Ishares Tr Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 3,749 shares of GBF stock, worth $389,146. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,749
Previous 4,922
23.83%
Holding current value
$389,146
Previous $510 Million
24.44%
% of portfolio
0.22%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding GBF
# of Institutions
78Shares Held
1.95MCall Options Held
0Put Options Held
0-
Assetmark, Inc403KShares$41.9 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY256KShares$26.6 Million0.0% of portfolio
-
Destination Wealth Management168KShares$17.4 Million0.58% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS153KShares$15.9 Million0.25% of portfolio
-
Morgan Stanley New York, NY112KShares$11.6 Million0.0% of portfolio