Shared Vision Wealth Group LLC BLACKROCK ETF TRUST II Transaction History

Shared Vision Wealth Group LLC

  • $187 Billion
  • Q3 2024
Number of Shares
62,231
Previous 42,417 46.71%
Holding current value
$3.33 Billion
Previous $2.21 Billion 50.45%
% of portfolio
1.78%
Previous 1.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
N/A
19,814 Added 46.71%
62,231 $3.33 Billion
Q2 2024

Jul 23, 2024
BUY
N/A
4,657 Added 12.33%
42,417 $2.21 Billion
Q1 2024

May 06, 2024
BUY
N/A
37,760 New
37,760 $1.98 Billion
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