Shared Vision Wealth Group LLC Ishares Tr Transaction History
Shared Vision Wealth Group LLC
- $183 Billion
- Q1 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 3,340 shares of GBF stock, worth $348,362. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,340
Previous 3,341
0.03%
Holding current value
$348,362
Previous $342 Million
1.84%
% of portfolio
0.19%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding GBF
# of Institutions
82Shares Held
1.3MCall Options Held
0Put Options Held
0-
Destination Wealth Management177KShares$18.4 Million0.57% of portfolio
-
Morgan Stanley New York, NY126KShares$13.1 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS125KShares$13.1 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC114KShares$11.8 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY101KShares$10.5 Million0.0% of portfolio