Exencial Wealth Advisors, LLC Ishares Tr Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 2,357 shares of MBB stock, worth $216,113. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,357
Previous 6,364
62.96%
Holding current value
$216,113
Previous $584,000
61.47%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding MBB
# of Institutions
944Shares Held
327MCall Options Held
152KPut Options Held
48.5K-
Bank Of America Corp Charlotte, NC74.2MShares$6.8 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY34.7MShares$3.18 Billion0.27% of portfolio
-
Envestnet Asset Management Inc27.4MShares$2.52 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.2MShares$1.76 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa18.3MShares$1.67 Billion0.72% of portfolio