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 $1,599. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7
Previous 7
-0.0%
Holding current value
$1,599
Previous $1.48 Million
7.15%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CRBN
# of Institutions
153Shares Held
2.63MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.29MShares$295 Million0.58% of portfolio
-
Morgan Stanley New York, NY204KShares$46.7 Million0.0% of portfolio
-
Aspiriant, LLC115KShares$26.2 Million0.81% of portfolio
-
Bank Of America Corp Charlotte, NC109KShares$24.9 Million0.0% of portfolio
-
Investure, LLC Charlottesville, VA103KShares$23.5 Million1.45% of portfolio