Charis Legacy Partners, LLC Ishares Tr Transaction History
Charis Legacy Partners, LLC
- $67 Billion
- Q3 2025
A detailed history of Charis Legacy Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Charis Legacy Partners, LLC holds 7,100 shares of IMTB stock, worth $313,465. This represents 0.47% of its overall portfolio holdings.
Number of Shares
7,100
Previous 7,100
-0.0%
Holding current value
$313,465
Previous $310 Million
1.32%
% of portfolio
0.47%
Previous 0.51%
Shares
1 transactions
Others Institutions Holding IMTB
# of Institutions
58Shares Held
5.06MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.17MShares$51.8 Million0.07% of portfolio
-
Octavia Wealth Advisors, LLC618KShares$27.3 Million2.76% of portfolio
-
Fin Trust Capital Advisors, LLC505KShares$22.3 Million3.9% of portfolio
-
Destination Wealth Management472KShares$20.8 Million0.59% of portfolio
-
Wealth Enhancement Advisory Services, LLC428KShares$18.9 Million0.03% of portfolio