Aj Wealth Strategies, LLC Ishares Tr Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 145,978 shares of MBB stock, worth $14 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
145,978
Previous 126,507
15.39%
Holding current value
$14 Million
Previous $12 Million
13.61%
% of portfolio
0.66%
Previous 0.62%
Shares
21 transactions
Others Institutions Holding MBB
# of Institutions
908Shares Held
311MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$7 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$2.8 Billion0.24% of portfolio
-
Envestnet Asset Management Inc25MShares$2.41 Billion0.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.1MShares$1.74 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa16.9MShares$1.62 Billion0.68% of portfolio