Modern Wealth Management, LLC Ishares Tr Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,151 shares of ITA stock, worth $330,286. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,151
Previous 2,545
15.48%
Holding current value
$330,286
Previous $381 Million
11.4%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding ITA
# of Institutions
748Shares Held
21MCall Options Held
600KPut Options Held
385K-
Bank Of America Corp Charlotte, NC4.1MShares$629 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.91MShares$294 Million0.02% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY1.32MShares$203 Million1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.11MShares$171 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA827KShares$127 Million0.03% of portfolio