Fourth Dimension Wealth, LLC Ishares Tr Transaction History

Fourth Dimension Wealth, LLC

$192 Billion
Q4 2024

A detailed history of Fourth Dimension Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 8,955 shares of MBB stock, worth $825,024. This represents 0.43% of its overall portfolio holdings.

Number of Shares

8,955

Holding current value

$825,024

% of portfolio

0.43%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	BUY	$91.26 - $95.82 $817,233 - $858,068	8,955 New	8,955 $821 Million

Others Institutions Holding MBB

# of Institutions

989

Shares Held

362M

Call Options Held

180K

Put Options Held

30.3K

Bank Of America Corp Charlotte, NC

76M
Shares

$7 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

51.7M
Shares

$4.77 Billion
0.39% of portfolio
Envestnet Asset Management Inc

28.8M
Shares

$2.65 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

21.9M
Shares

$2.01 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

19.7M
Shares

$1.82 Billion
0.73% of portfolio

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

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Fourth Dimension Wealth, LLC Ishares Tr Transaction History