Graham Capital Wealth Management, LLC Ishares Tr Transaction History

Graham Capital Wealth Management, LLC

$84.4 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$91.7 - $96.45 $47,867 - $50,346	522 New	522 $49,000

Others Institutions Holding MBB

# of Institutions

944

Shares Held

327M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.86 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.21 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.54 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.78 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

18.3M
Shares

$1.69 Billion
0.72% of portfolio

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Graham Capital Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Graham Capital Wealth Management, LLC with notifications on news.