Concentric Wealth Management, LLC Ishares S&P 100 ETF Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 3,600 shares of OEF stock, worth $957,707. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,600
Previous 3,600
-0.0%
Holding current value
$957,707
Previous $951,000
0.63%
% of portfolio
0.2%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding OEF
# of Institutions
965Shares Held
95.4MCall Options Held
1.53MPut Options Held
38.7K-
Demars Financial Group, LLC50.7MShares$13.5 Billion5.35% of portfolio
-
Bank Of America Corp Charlotte, NC6.4MShares$1.7 Billion0.14% of portfolio
-
Envestnet Asset Management Inc4.1MShares$1.09 Billion0.37% of portfolio
-
Fifth Third Bancorp2.45MShares$651 Million2.52% of portfolio
-
Jpmorgan Chase & CO New York, NY2.04MShares$542 Million0.04% of portfolio