Marcum Wealth, LLC Ishares Tr Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Marcum Wealth, LLC holds 27,787 shares of GBF stock, worth $2.86 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

27,787

Holding current value

$2.86 Million

% of portfolio

0.25%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$101.93 - $106.84 $2.83 Million - $2.97 Million	27,787 New	27,787 $2.84 Million

Others Institutions Holding GBF

# of Institutions

Shares Held

1.82M

Call Options Held

Put Options Held

Assetmark, Inc

372K
Shares

$38.3 Million
0.11% of portfolio
Jpmorgan Chase & CO New York, NY

230K
Shares

$23.7 Million
0.0% of portfolio
Destination Wealth Management

172K
Shares

$17.7 Million
0.58% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

135K
Shares

$13.8 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

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