Modern Wealth Management, LLC Ishares Trust Ishares Usd Gre Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Modern Wealth Management, LLC holds 17,189 shares of BGRN stock, worth $810,805. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,189
Previous 17,189
-0.0%
Holding current value
$810,805
Previous $814 Million
99.9%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding BGRN
# of Institutions
128Shares Held
7.13MCall Options Held
1.2KPut Options Held
0-
Betterment LLC New York, NY1.32MShares$62.3 Million0.15% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO1.05MShares$49.5 Million0.16% of portfolio
-
Personal Capital Advisors Corp906KShares$42.7 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO653KShares$30.8 Million0.07% of portfolio
-
Envestnet Asset Management Inc637KShares$30 Million0.01% of portfolio