Insight Wealth Strategies, LLC Ishares Tr Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q2 2025
A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 32,156 shares of EMB stock, worth $3.06 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
32,156
Previous 34,615
7.1%
Holding current value
$3.06 Million
Previous $3.13 Million
4.8%
% of portfolio
0.4%
Previous 0.43%
Shares
11 transactions
Others Institutions Holding EMB
# of Institutions
976Shares Held
141MCall Options Held
3.88MPut Options Held
14M-
Wells Fargo & Company San Francisco, CA18MShares$1.72 Billion0.36% of portfolio
-
Proficio Capital Partners LLC Newton, MA8.64MShares$823 Million3.97% of portfolio
-
Betterment LLC New York, NY7.89MShares$752 Million1.56% of portfolio
-
Jones Financial Companies Lllp7.79MShares$742 Million0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY6.52MShares$621 Million0.05% of portfolio