North Berkeley Wealth Management, LLC Ishares Tr Msci Acwi Low Carbo Transaction History
North Berkeley Wealth Management, LLC
- $109 Billion
- Q2 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 4,157 shares of CRBN stock, worth $941,020. This represents 0.81% of its overall portfolio holdings.
Number of Shares
4,157
Previous 3,032
37.1%
Holding current value
$941,020
Previous $580 Million
51.91%
% of portfolio
0.81%
Previous 0.6%
Shares
2 transactions
Others Institutions Holding CRBN
# of Institutions
150Shares Held
2.64MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.29MShares$291 Million0.58% of portfolio
-
Morgan Stanley New York, NY202KShares$45.7 Million0.0% of portfolio
-
Aspiriant, LLC115KShares$26 Million0.81% of portfolio
-
Bank Of America Corp Charlotte, NC110KShares$24.9 Million0.0% of portfolio
-
Investure, LLC Charlottesville, VA102KShares$23 Million1.29% of portfolio