Shared Vision Wealth Group LLC Ishares Tr Transaction History
Shared Vision Wealth Group LLC
- $236 Billion
- Q3 2025
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 2,933 shares of GBF stock, worth $308,786. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,933
Previous 3,211
8.66%
Holding current value
$308,786
Previous $333 Million
6.37%
% of portfolio
0.13%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding GBF
# of Institutions
78Shares Held
1.22MCall Options Held
0Put Options Held
0-
Destination Wealth Management187KShares$19.7 Million0.59% of portfolio
-
Morgan Stanley New York, NY118KShares$12.4 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS112KShares$11.7 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY101KShares$10.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC91.8KShares$9.67 Million0.0% of portfolio