Modern Wealth Management, LLC Ishares U.S. Treasury Bond ETF Transaction History
Modern Wealth Management, LLC
- $1.11 Trillion
- Q1 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 127,790 shares of GOVT stock, worth $2.9 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
127,790
Previous 17,578
626.99%
Holding current value
$2.9 Million
Previous $405 Million
604.9%
% of portfolio
0.26%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding GOVT
# of Institutions
728Shares Held
960MCall Options Held
21.3KPut Options Held
18.4K-
Bank Of America Corp Charlotte, NC363MShares$8.22 Billion0.78% of portfolio
-
Lpl Financial LLC Fort Mill, SC97.8MShares$2.22 Billion1.22% of portfolio
-
Truist Financial Corp58.2MShares$1.32 Billion2.03% of portfolio
-
Envestnet Asset Management Inc50.2MShares$1.14 Billion0.43% of portfolio
-
Allworth Financial LP26.9MShares$610 Million4.38% of portfolio