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 68,051 shares of MBB stock, worth $6.28 Million. This represents 3.93% of its overall portfolio holdings.
Number of Shares
68,051
Previous 57,956
17.42%
Holding current value
$6.28 Million
Previous $5.45 Billion
15.35%
% of portfolio
3.93%
Previous 3.64%
Shares
2 transactions
Others Institutions Holding MBB
# of Institutions
901Shares Held
292MCall Options Held
869KPut Options Held
209K-
Bank Of America Corp Charlotte, NC71.5MShares$6.6 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY25.2MShares$2.33 Billion0.21% of portfolio
-
Envestnet Asset Management Inc22.2MShares$2.05 Billion0.78% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$1.56 Billion0.86% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.6MShares$1.26 Billion0.35% of portfolio