High Mark Wealth Management LLC Ishares Tr Transaction History
High Mark Wealth Management LLC
- $217 Million
- Q3 2025
A detailed history of High Mark Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, High Mark Wealth Management LLC holds 156 shares of IEO stock, worth $14,757. This represents 0.01% of its overall portfolio holdings.
Number of Shares
156
Previous 176
11.36%
Holding current value
$14,757
Previous $15,000
6.67%
% of portfolio
0.01%
Previous 0.01%
Shares
20 transactions
Others Institutions Holding IEO
# of Institutions
170Shares Held
2.17MCall Options Held
73.6KPut Options Held
4.8K-
Morgan Stanley New York, NY342KShares$32.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC147KShares$13.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA112KShares$10.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC101KShares$9.54 Million0.0% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA82.3KShares$7.78 Million0.05% of portfolio