Heritage Family Offices, LLP Ishares Tr Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 2024
A detailed history of Heritage Family Offices, LLP transactions in Ishares Tr stock. As of the latest transaction made, Heritage Family Offices, LLP holds 5,325 shares of MBB stock, worth $494,532. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,325
Previous 4,403
20.94%
Holding current value
$494,532
Previous $422 Million
15.73%
% of portfolio
0.24%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding MBB
# of Institutions
990Shares Held
362MCall Options Held
180KPut Options Held
30.3K-
Bank Of America Corp Charlotte, NC76MShares$7.06 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY51.7MShares$4.8 Billion0.39% of portfolio
-
Envestnet Asset Management Inc28.8MShares$2.67 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC21.9MShares$2.03 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.7MShares$1.83 Billion0.73% of portfolio