First Purpose Wealth LLC Ishares Tr Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, First Purpose Wealth LLC holds 5,255 shares of EMB stock, worth $501,274. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,255
Previous 5,563
5.54%
Holding current value
$501,274
Previous $495,000
4.85%
% of portfolio
0.17%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding EMB
# of Institutions
980Shares Held
140MCall Options Held
3.88MPut Options Held
14M-
Wells Fargo & Company San Francisco, CA18MShares$1.72 Billion0.36% of portfolio
-
Proficio Capital Partners LLC Newton, MA8.64MShares$824 Million3.97% of portfolio
-
Betterment LLC New York, NY7.89MShares$753 Million1.56% of portfolio
-
Jones Financial Companies Lllp7.79MShares$743 Million0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY6.52MShares$622 Million0.05% of portfolio