A detailed history of Concentric Wealth Management, LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 6,000 shares of BGRN stock, worth $281,520. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,000
Holding current value
$281,520
% of portfolio
0.07%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$46.36 - $47.2 $278,160 - $283,200
6,000 New
6,000 $281,000

Others Institutions Holding BGRN

About ISHARES TRUST ISHARES USD GRE


  • Ticker BGRN
  • Sector ETFs
  • Industry ETFs
More about BGRN
Track This Portfolio

Track Concentric Wealth Management, LLC Portfolio

Follow Concentric Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concentric Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concentric Wealth Management, LLC with notifications on news.