Beverly Hills Private Wealth, LLC Ishares Tr Transaction History
Beverly Hills Private Wealth, LLC
- $460 Billion
- Q2 2024
A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 11,031 shares of MBB stock, worth $1.04 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
11,031
Previous 9,367
17.76%
Holding current value
$1.04 Million
Previous $866 Million
16.99%
% of portfolio
0.22%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding MBB
# of Institutions
907Shares Held
311MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$6.88 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$2.75 Billion0.24% of portfolio
-
Envestnet Asset Management Inc25MShares$2.37 Billion0.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.1MShares$1.71 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa16.9MShares$1.59 Billion0.68% of portfolio