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 $490,711. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,255
Previous 5,563
5.54%
Holding current value
$490,711
Previous $495,000
4.85%
% of portfolio
0.17%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding EMB
# of Institutions
990Shares Held
145MCall Options Held
3.32MPut Options Held
7.59M-
Wells Fargo & Company San Francisco, CA17.8MShares$1.66 Billion0.38% of portfolio
-
Proficio Capital Partners LLC Newton, MA8.64MShares$806 Million3.97% of portfolio
-
Betterment LLC New York, NY7.98MShares$745 Million1.71% of portfolio
-
Jones Financial Companies Lllp7.74MShares$723 Million0.63% of portfolio
-
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL6.9MShares$644 Million25.18% of portfolio