Monterey Private Wealth, Inc. Ishares Tr Msci Acwi Low Carbo Transaction History

Monterey Private Wealth, Inc.

  • $293 Million
  • Q3 2024

A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Tr Msci Acwi Low Carbo stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 2,463 shares of CRBN stock, worth $489,151. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,463
Previous 2,463 -0.0%
Holding current value
$489,151
Previous $451,000 7.1%
% of portfolio
0.16%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024
BUY
$169.52 - $183.86 $3,390 - $3,677
20 Added 0.82%
2,463 $451,000
Q4 2023

Jan 12, 2024
BUY
$143.83 - $166.15 $351,376 - $405,904
2,443 New
2,443 $404,000

Others Institutions Holding CRBN

# of Institutions
126
Shares Held
2.57M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI ACWI LOW CARBO

CRBN Quotes by TradingView
  • Ticker CRBN
  • Sector ETFs
  • Industry ETFs
More about CRBN
Track This Portfolio

Track Monterey Private Wealth, Inc. Portfolio

Follow Monterey Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monterey Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Monterey Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email