A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 1,662,621 shares of MBB stock, worth $153 Million. This represents 5.49% of its overall portfolio holdings.

Number of Shares
1,662,621
Previous 1,472,932 12.88%
Holding current value
$153 Million
Previous $139 Billion 10.89%
% of portfolio
5.49%
Previous 5.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$91.2 - $93.98 $17.3 Million - $17.8 Million
189,689 Added 12.88%
1,662,621 $154 Billion
Q4 2023

Feb 07, 2024

BUY
$85.82 - $94.55 $126 Million - $139 Million
1,472,932 New
1,472,932 $139 Billion

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
Track This Portfolio

Track Quotient Wealth Partners, LLC Portfolio

Follow Quotient Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Quotient Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quotient Wealth Partners, LLC with notifications on news.