Modern Wealth Management, LLC Ishares Tr Transaction History
Modern Wealth Management, LLC
- $1.11 Trillion
- Q1 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 24,106 shares of MBB stock, worth $2.22 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
24,106
Previous 3,204
652.37%
Holding current value
$2.22 Million
Previous $301 Million
626.06%
% of portfolio
0.2%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding MBB
# of Institutions
900Shares Held
292MCall Options Held
869KPut Options Held
209K-
Bank Of America Corp Charlotte, NC71.5MShares$6.6 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY25.2MShares$2.33 Billion0.21% of portfolio
-
Envestnet Asset Management Inc22.2MShares$2.05 Billion0.78% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$1.56 Billion0.86% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.6MShares$1.26 Billion0.35% of portfolio