Vsm Wealth Advisory, LLC Ishares Tr Transaction History

Vsm Wealth Advisory, LLC

$278 Billion
Q1 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 183 shares of MBB stock, worth $16,728. This represents 0.01% of its overall portfolio holdings.

Number of Shares

183

Holding current value

$16,728

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 05, 2025	BUY	$90.37 - $94.08 $16,537 - $17,216	183 New	183 $17.2 Million

Others Institutions Holding MBB

# of Institutions

1,046

Shares Held

350M

Call Options Held

615K

Put Options Held

48K

Bank Of America Corp Charlotte, NC

62.5M
Shares

$5.72 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

50.8M
Shares

$4.64 Billion
0.37% of portfolio
Envestnet Asset Management Inc

26.6M
Shares

$2.43 Billion
0.83% of portfolio
Lpl Financial LLC Fort Mill, SC

24.3M
Shares

$2.22 Billion
0.92% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

21M
Shares

$1.92 Billion
0.87% of portfolio

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

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Vsm Wealth Advisory, LLC Ishares Tr Transaction History