North Berkeley Wealth Management, LLC Ishares Tr Msci Acwi Low Carbo Transaction History
North Berkeley Wealth Management, LLC
- $127 Billion
- Q3 2025
A detailed history of North Berkeley Wealth Management, LLC transactions in Ishares Tr Msci Acwi Low Carbo stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 3,562 shares of CRBN stock, worth $813,738. This represents 0.64% of its overall portfolio holdings.
Number of Shares
3,562
Previous 4,157
14.31%
Holding current value
$813,738
Previous $881 Million
8.23%
% of portfolio
0.64%
Previous 0.81%
Shares
3 transactions
Others Institutions Holding CRBN
# of Institutions
153Shares Held
2.63MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.29MShares$295 Million0.58% of portfolio
-
Morgan Stanley New York, NY204KShares$46.7 Million0.0% of portfolio
-
Aspiriant, LLC115KShares$26.2 Million0.81% of portfolio
-
Bank Of America Corp Charlotte, NC109KShares$24.9 Million0.0% of portfolio
-
Investure, LLC Charlottesville, VA103KShares$23.5 Million1.45% of portfolio