Mc Glone Suttner Wealth Management, Inc. ISHARES TR Transaction History

Mc Glone Suttner Wealth Management, Inc.

  • $609 Billion
  • Q1 2025
Number of Shares
18,054
Previous 16,328 10.57%
Holding current value
$466 Million
Previous $416 Million 12.03%
% of portfolio
0.08%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
N/A
1,726 Added 10.57%
18,054 $466 Million
Q4 2024

Jan 17, 2025
BUY
N/A
1,776 Added 12.2%
16,328 $416 Million
Q3 2024

Oct 10, 2024
BUY
N/A
14,552 New
14,552 $389 Million
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