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
911Shares Held
85.6MCall Options Held
39.6KPut Options Held
40K-
Demars Financial Group, LLC50.7MShares$13.5 Billion5.65% of portfolio
-
Bank Of America Corp Charlotte, NC5.95MShares$1.58 Billion0.14% of portfolio
-
Fifth Third Bancorp2.36MShares$629 Million2.32% of portfolio
-
Jones Financial Companies Lllp1.92MShares$512 Million0.49% of portfolio
-
Jpmorgan Chase & CO New York, NY1.42MShares$379 Million0.03% of portfolio