Mount Yale Investment Advisors, LLC Ishares Tr Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 27,207 shares of MBB stock, worth $2.49 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
27,207
Previous 28,629
4.97%
Holding current value
$2.49 Million
Previous $2.63 Million
0.84%
% of portfolio
0.25%
Previous 0.21%
Shares
16 transactions
Others Institutions Holding MBB
# of Institutions
944Shares Held
327MCall Options Held
152KPut Options Held
48.5K-
Bank Of America Corp Charlotte, NC74.2MShares$6.8 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY34.7MShares$3.18 Billion0.27% of portfolio
-
Envestnet Asset Management Inc27.4MShares$2.52 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.2MShares$1.76 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa18.3MShares$1.67 Billion0.72% of portfolio