Genesis Wealth Advisors, LLC Ishares Tr Transaction History
Genesis Wealth Advisors, LLC
- $133 Billion
- Q2 2025
A detailed history of Genesis Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 55,325 shares of MBB stock, worth $5.26 Million. This represents 3.9% of its overall portfolio holdings.
Number of Shares
55,325
Previous 49,341
12.13%
Holding current value
$5.26 Million
Previous $4.63 Billion
12.26%
% of portfolio
3.9%
Previous 3.75%
Shares
2 transactions
Others Institutions Holding MBB
# of Institutions
1,056Shares Held
375MCall Options Held
97.6KPut Options Held
18.7K-
Bank Of America Corp Charlotte, NC64.3MShares$6.12 Billion0.45% of portfolio
-
Jpmorgan Chase & CO New York, NY50.8MShares$4.83 Billion0.37% of portfolio
-
Envestnet Asset Management Inc26.8MShares$2.55 Billion0.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.4MShares$2.41 Billion0.84% of portfolio
-
Tiaa Trust, National Association Charlotte, NC24MShares$2.28 Billion5.9% of portfolio