Principia Wealth Advisory, LLC Ishares Tr Transaction History

Principia Wealth Advisory, LLC

$104 Billion
Q1 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Ishares Tr stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 12 shares of MBB stock, worth $1,124. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,124

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 11, 2025	BUY	$90.37 - $94.08 $1,084 - $1,128	12 New	12 $1.11 Million

Others Institutions Holding MBB

# of Institutions

1,004

Shares Held

362M

Call Options Held

180K

Put Options Held

30.3K

Bank Of America Corp Charlotte, NC

76M
Shares

$7.12 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

51.7M
Shares

$4.84 Billion
0.39% of portfolio
Envestnet Asset Management Inc

28.8M
Shares

$2.69 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

21.9M
Shares

$2.05 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

19.7M
Shares

$1.85 Billion
0.73% of portfolio

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

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Principia Wealth Advisory, LLC Ishares Tr Transaction History