One Wealth Management Investment & Advisory Services, LLC Ishares Tr Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $251 Billion
- Q2 2024
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 24,946 shares of MBB stock, worth $2.4 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
24,946
Previous 24,949
0.01%
Holding current value
$2.4 Million
Previous $2.31 Billion
0.67%
% of portfolio
0.91%
Previous 0.94%
Shares
3 transactions
Others Institutions Holding MBB
# of Institutions
908Shares Held
311MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$7 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$2.8 Billion0.24% of portfolio
-
Envestnet Asset Management Inc25MShares$2.41 Billion0.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.1MShares$1.74 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa16.9MShares$1.62 Billion0.68% of portfolio