Cm Wealth Advisors LLC Ishares S&P 100 ETF Transaction History
Cm Wealth Advisors LLC
- $353 Million
- Q1 2024
A detailed history of Cm Wealth Advisors LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 266,635 shares of OEF stock, worth $70.9 Million. This represents 18.68% of its overall portfolio holdings.
Number of Shares
266,635
Previous 201,147
32.56%
Holding current value
$70.9 Million
Previous $44.9 Million
46.81%
% of portfolio
18.68%
Previous 19.34%
Shares
7 transactions
Others Institutions Holding OEF
# of Institutions
772Shares Held
34.4MCall Options Held
12.6KPut Options Held
12.7K-
Bank Of America Corp Charlotte, NC5.9MShares$1.57 Billion0.14% of portfolio
-
Fifth Third Bancorp2.3MShares$612 Million2.24% of portfolio
-
Cresset Asset Management, LLC Chicago, IL2.24MShares$596 Million2.69% of portfolio
-
Jones Financial Companies Lllp1.83MShares$487 Million0.62% of portfolio
-
Jpmorgan Chase & CO New York, NY1.54MShares$410 Million0.03% of portfolio