Bernardo Wealth Planning LLC Indexiq Active ETF Tr Iq Macka Transaction History
Bernardo Wealth Planning LLC
- $507 Million
- Q3 2025
A detailed history of Bernardo Wealth Planning LLC transactions in Indexiq Active ETF Tr Iq Macka stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 143,189 shares of MMIT stock, worth $3.48 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
143,189
Previous 144,828
1.13%
Holding current value
$3.48 Million
Previous $3.45 Million
0.72%
% of portfolio
0.69%
Previous 0.75%
Shares
12 transactions
Others Institutions Holding MMIT
# of Institutions
137Shares Held
43.9MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC6.1MShares$148 Million3.57% of portfolio
-
Bank Of America Corp Charlotte, NC5.01MShares$122 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.6MShares$63.3 Million0.0% of portfolio
-
Schneider Downs Wealth Management Advisors, LP2.24MShares$54.6 Million6.68% of portfolio
-
Meeder Advisory Services, Inc. Dublin, OH2.06MShares$50.2 Million2.33% of portfolio