Shore Haven Wealth Partners, LLC Ishares Tr Transaction History
Shore Haven Wealth Partners, LLC
- $203 Million
- Q4 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 28,898 shares of MBB stock, worth $2.72 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
28,898
Previous 27,888
3.62%
Holding current value
$2.72 Million
Previous $2.67 Million
0.82%
% of portfolio
1.31%
Previous 1.32%
Shares
16 transactions
Others Institutions Holding MBB
# of Institutions
996Shares Held
362MCall Options Held
180KPut Options Held
30.3K-
Bank Of America Corp Charlotte, NC76MShares$7.15 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY51.7MShares$4.87 Billion0.39% of portfolio
-
Envestnet Asset Management Inc28.8MShares$2.71 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC21.9MShares$2.06 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.7MShares$1.85 Billion0.73% of portfolio