Bernard Wealth Management Corp. Ishares Tr Msci Acwi Low Carbo Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 2025
A detailed history of Bernard Wealth Management Corp. transactions in Ishares Tr Msci Acwi Low Carbo stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 7 shares of CRBN stock, worth $1,584. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7
              Previous 7
              
        
           -0.0%
        
      
          
        Holding current value
$1,584
            Previous $1.48 Million
            
        
           7.15%
        
      
          
        % of portfolio
0.0%
            Previous 0.0%
          
        Shares
	  3 transactions
	
  Others Institutions Holding CRBN
# of Institutions
153Shares Held
2.64MCall Options Held
0Put Options Held
0- 
    
      Betterment LLC New York, NY1.29MShares$291 Million0.58% of portfolio
- 
    
      Morgan Stanley New York, NY202KShares$45.7 Million0.0% of portfolio
- 
    
      Aspiriant, LLC115KShares$26 Million0.81% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC110KShares$24.9 Million0.0% of portfolio
- 
    
      Investure, LLC Charlottesville, VA102KShares$23 Million1.29% of portfolio