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 $759,864. This represents 0.3% of its overall portfolio holdings.
Number of Shares
7,991
Previous 7,658
4.35%
Holding current value
$759,864
Previous $711 Million
3.01%
% of portfolio
0.3%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding MBB
# of Institutions
1,056Shares Held
375MCall Options Held
97.6KPut Options Held
18.7K-
Bank Of America Corp Charlotte, NC64.3MShares$6.12 Billion0.45% of portfolio
-
Jpmorgan Chase & CO New York, NY50.8MShares$4.83 Billion0.37% of portfolio
-
Envestnet Asset Management Inc26.8MShares$2.55 Billion0.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.4MShares$2.41 Billion0.84% of portfolio
-
Tiaa Trust, National Association Charlotte, NC24MShares$2.28 Billion5.9% of portfolio