Shared Vision Wealth Group LLC Ishares Tr Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 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 $382,960. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,749
Previous 3,749
-0.0%
Holding current value
$382,960
Previous $385 Million
4.02%
% of portfolio
0.21%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding GBF
# of Institutions
78Shares Held
1.78MCall Options Held
0Put Options Held
0-
Assetmark, Inc372KShares$38 Million0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY230KShares$23.5 Million0.0% of portfolio
-
Destination Wealth Management172KShares$17.6 Million0.58% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS135KShares$13.8 Million0.17% of portfolio
-
Morgan Stanley New York, NY128KShares$13.1 Million0.0% of portfolio