Seaside Wealth Management, Inc. Ishares Us ETF Tr Bloomberg Ro Transaction History
Seaside Wealth Management, Inc.
- $241 Million
- Q2 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Ishares Us ETF Tr Bloomberg Ro stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 5,125 shares of CMDY stock, worth $255,583. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,125
Previous 5,125
-0.0%
Holding current value
$255,583
Previous $245,000
3.27%
% of portfolio
0.11%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding CMDY
# of Institutions
56Shares Held
3.25MCall Options Held
18.3KPut Options Held
0-
Alaska Permanent Capital Management757KShares$37.8 Million3.2% of portfolio
-
Disciplina Capital Management LLC Nashville, TN540KShares$27 Million8.22% of portfolio
-
Envestnet Asset Management Inc288KShares$14.3 Million0.01% of portfolio
-
Apcm Wealth Management For Individuals234KShares$11.7 Million1.8% of portfolio
-
Principal Securities, Inc. Des Moines, IA197KShares$9.8 Million0.27% of portfolio