Maxwell Wealth Strategies Inc. Ishares Tr Transaction History
Maxwell Wealth Strategies Inc.
- $245 Billion
- Q4 2024
A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares Tr stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 7,991 shares of MBB stock, worth $740,366. This represents 0.3% of its overall portfolio holdings.
Number of Shares
7,991
Previous 7,658
4.35%
Holding current value
$740,366
Previous $711 Million
3.01%
% of portfolio
0.3%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding MBB
# of Institutions
1,046Shares Held
349MCall Options Held
615KPut Options Held
48K-
Bank Of America Corp Charlotte, NC62.5MShares$5.79 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY50.8MShares$4.7 Billion0.37% of portfolio
-
Envestnet Asset Management Inc26.6MShares$2.47 Billion0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.3MShares$2.25 Billion0.92% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa21MShares$1.95 Billion0.87% of portfolio