Provence Wealth Management Group Ishares Tr Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Ishares Tr stock. As of the latest transaction made, Provence Wealth Management Group holds 42,542 shares of MBB stock, worth $3.93 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
42,542
Previous 40,888
4.05%
Holding current value
$3.93 Million
Previous $3.63 Million
10.25%
% of portfolio
2.16%
Previous 2.23%
Shares
5 transactions
Others Institutions Holding MBB
# of Institutions
944Shares Held
327MCall Options Held
152KPut Options Held
48.5K-
Bank Of America Corp Charlotte, NC74.2MShares$6.85 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY34.7MShares$3.2 Billion0.27% of portfolio
-
Envestnet Asset Management Inc27.4MShares$2.53 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.2MShares$1.77 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa18.3MShares$1.69 Billion0.72% of portfolio