Kdk Private Wealth Management, LLC Ishares Tr Transaction History
Kdk Private Wealth Management, LLC
- $98.7 Billion
- Q3 2025
A detailed history of Kdk Private Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kdk Private Wealth Management, LLC holds 2,376 shares of MBB stock, worth $225,886. This represents 0.23% of its overall portfolio holdings.
Number of Shares
2,376
Previous 2,375
0.04%
Holding current value
$225,886
Previous $223 Million
1.4%
% of portfolio
0.23%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding MBB
# of Institutions
1,073Shares Held
395MCall Options Held
130KPut Options Held
272K-
Bank Of America Corp Charlotte, NC71.9MShares$6.84 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.7MShares$4.91 Billion0.32% of portfolio
-
Envestnet Asset Management Inc27.5MShares$2.61 Billion0.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC26.8MShares$2.55 Billion0.8% of portfolio
-
Tiaa Trust, National Association Charlotte, NC25.4MShares$2.41 Billion5.93% of portfolio