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 $3.94 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
42,542
Previous 40,888
4.05%
Holding current value
$3.94 Million
Previous $3.63 Million
10.25%
% of portfolio
2.16%
Previous 2.23%
Shares
5 transactions
Others Institutions Holding MBB
# of Institutions
1,046Shares Held
349MCall Options Held
615KPut Options Held
48K-
Bank Of America Corp Charlotte, NC62.5MShares$5.79 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY50.8MShares$4.7 Billion0.37% of portfolio
-
Envestnet Asset Management Inc26.6MShares$2.47 Billion0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.3MShares$2.25 Billion0.92% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa21MShares$1.95 Billion0.87% of portfolio