Peninsula Wealth, LLC Ishares Tr Transaction History
Peninsula Wealth, LLC
- $558 Million
- Q3 2024
A detailed history of Peninsula Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Peninsula Wealth, LLC holds 29,694 shares of MBB stock, worth $2.73 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
29,694
Previous 27,161
9.33%
Holding current value
$2.73 Million
Previous $2.49 Million
14.08%
% of portfolio
0.51%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding MBB
# of Institutions
952Shares Held
328MCall Options Held
152KPut Options Held
48.5K-
Bank Of America Corp Charlotte, NC74.2MShares$6.82 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY34.7MShares$3.19 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$1.68 Billion0.72% of portfolio