Marino, Stram & Associates LLC Ishares Tr Transaction History

Marino, Stram & Associates LLC

$407 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 19, 2019	SELL	$105.63 - $107.66 $6,760 - $6,890	-64 Closed	0 $0
Q4 2017 Mar 09, 2018	BUY	$106.18 - $107.25 $6,795 - $6,864	64	64 $7,000

Others Institutions Holding MBB

# of Institutions

909

Shares Held

311M

Call Options Held

242K

Put Options Held

1.64M

Bank Of America Corp Charlotte, NC

72.8M
Shares

$6.97 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

29.1M
Shares

$2.79 Billion
0.24% of portfolio
Envestnet Asset Management Inc

25M
Shares

$2.4 Billion
0.82% of portfolio
Lpl Financial LLC Fort Mill, SC

18.1M
Shares

$1.73 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

16.9M
Shares

$1.62 Billion
0.68% of portfolio

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marino, Stram & Associates LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marino, Stram & Associates LLC with notifications on news.