Legacy Wealth Managment, Llc/Id Ishares Tr Transaction History

Legacy Wealth Managment, Llc/Id

$142 Million
Q3 2024

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Ishares Tr stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 17 shares of GBF stock, worth $1,753. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,753

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 15, 2024	BUY	$101.73 - $107.63 $1,729 - $1,829	17 New	17 $1,000

Others Institutions Holding GBF

# of Institutions

Shares Held

1.78M

Call Options Held

Put Options Held

Assetmark, Inc

372K
Shares

$38.4 Million
0.11% of portfolio
Jpmorgan Chase & CO New York, NY

230K
Shares

$23.8 Million
0.0% of portfolio
Destination Wealth Management

172K
Shares

$17.8 Million
0.58% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

135K
Shares

$13.9 Million
0.17% of portfolio
Morgan Stanley New York, NY

128K
Shares

$13.2 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker GBF
Sector ETFs
Industry ETFs

More about GBF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Account

Legacy Wealth Managment, Llc/Id Ishares Tr Transaction History