Plan A Wealth LLC Ishares Tr Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Plan A Wealth LLC holds 10,544 shares of EMB stock, worth $1.01 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
10,544
Previous 15,518
32.05%
Holding current value
$1.01 Million
Previous $1.44 Billion
30.17%
% of portfolio
0.51%
Previous 0.81%
Shares
4 transactions
Others Institutions Holding EMB
# of Institutions
995Shares Held
136MCall Options Held
3.88MPut Options Held
14M-
Wells Fargo & Company San Francisco, CA18MShares$1.72 Billion0.36% of portfolio
-
Proficio Capital Partners LLC Newton, MA8.64MShares$824 Million3.97% of portfolio
-
Betterment LLC New York, NY7.89MShares$753 Million1.56% of portfolio
-
Jpmorgan Chase & CO New York, NY6.52MShares$622 Million0.05% of portfolio
-
Envestnet Asset Management Inc4.57MShares$436 Million0.13% of portfolio