Family Wealth Group, LLC Ishares Tr Transaction History
Family Wealth Group, LLC
- $78.3 Million
- Q4 2023
A detailed history of Family Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Family Wealth Group, LLC holds 2,742 shares of MBB stock, worth $255,746. This represents 0.33% of its overall portfolio holdings.
Number of Shares
2,742Holding current value
$255,746% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding MBB
# of Institutions
903Shares Held
293MCall Options Held
869KPut Options Held
209K-
Bank Of America Corp Charlotte, NC71.5MShares$6.67 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY25.2MShares$2.35 Billion0.21% of portfolio
-
Envestnet Asset Management Inc22.2MShares$2.07 Billion0.78% of portfolio
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Lpl Financial LLC Fort Mill, SC16.9MShares$1.58 Billion0.86% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.6MShares$1.27 Billion0.35% of portfolio