Bms Financial Advisors, LLC Ishares Tr Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 2,168 shares of GVI stock, worth $224,843. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,168
Previous 3,965
45.32%
Holding current value
$224,843
Previous $414,000
46.14%
% of portfolio
0.15%
Previous 0.29%
Shares
7 transactions
Others Institutions Holding GVI
# of Institutions
272Shares Held
25.2MCall Options Held
0Put Options Held
2.9K-
Fifth Third Bancorp2.17MShares$225 Million0.89% of portfolio
-
Envestnet Asset Management Inc1.81MShares$188 Million0.07% of portfolio
-
Stifel Financial Corp St. Louis, MO1.75MShares$181 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$144 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY1.16MShares$120 Million7.78% of portfolio