Sheets Smith Wealth Management Ishares Tr Transaction History
Sheets Smith Wealth Management
- $828 Million
- Q2 2024
A detailed history of Sheets Smith Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Sheets Smith Wealth Management holds 31,959 shares of MBB stock, worth $3.08 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
31,959
Previous 34,683
7.85%
Holding current value
$3.08 Million
Previous $3.21 Million
8.46%
% of portfolio
0.35%
Previous 0.36%
Shares
12 transactions
Others Institutions Holding MBB
# of Institutions
907Shares Held
311MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$7.01 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$2.81 Billion0.24% of portfolio
-
Envestnet Asset Management Inc25MShares$2.41 Billion0.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.1MShares$1.74 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa16.9MShares$1.62 Billion0.68% of portfolio