Shared Vision Wealth Group LLC Ishares Tr Transaction History
Shared Vision Wealth Group LLC
- $160 Billion
- Q1 2024
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 4,922 shares of GBF stock, worth $507,704. This represents 0.32% of its overall portfolio holdings.
Number of Shares
4,922
Previous 4,922
-0.0%
Holding current value
$507,704
Previous $518 Million
1.61%
% of portfolio
0.32%
Previous 0.35%
Shares
1 transactions
Others Institutions Holding GBF
# of Institutions
79Shares Held
1.96MCall Options Held
0Put Options Held
0-
Assetmark, Inc403KShares$41.6 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY256KShares$26.4 Million0.0% of portfolio
-
Destination Wealth Management165KShares$17 Million0.57% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS153KShares$15.8 Million0.25% of portfolio
-
Morgan Stanley New York, NY112KShares$11.5 Million0.0% of portfolio