Avaii Wealth Management, LLC Ishares Tr Transaction History

Avaii Wealth Management, LLC

$182 Million
Q4 2024

A detailed history of Avaii Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 2,745 shares of EMB stock, worth $248,120. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,745

Holding current value

$248,120

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$88.94 - $93.46 $244,140 - $256,547	2,745 New	2,745 $244,000

Others Institutions Holding EMB

# of Institutions

968

Shares Held

142M

Call Options Held

4.61M

Put Options Held

10.6M

Wells Fargo & Company San Francisco, CA

17M
Shares

$1.54 Billion
0.35% of portfolio
Betterment LLC New York, NY

9.03M
Shares

$817 Million
1.93% of portfolio
Jones Financial Companies Lllp

7.78M
Shares

$704 Million
0.66% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

5.5M
Shares

$497 Million
15.69% of portfolio
Royal Bank Of Canada Toronto, A6

4.76M
Shares

$430 Million
0.09% of portfolio

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About ISHARES TR

Ticker EMB
Sector ETFs
Industry ETFs

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Avaii Wealth Management, LLC Ishares Tr Transaction History