Stonebridge Financial Planning Group, LLC Ishares Tr Us Tech Breakthroug Transaction History
Stonebridge Financial Planning Group, LLC
- $215 Million
- Q4 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Tr Us Tech Breakthroug stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 30,986 shares of TECB stock, worth $1.56 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
30,986
Previous 22,711
36.44%
Holding current value
$1.56 Million
Previous $1.16 Million
41.7%
% of portfolio
0.77%
Previous 0.58%
Shares
4 transactions
Others Institutions Holding TECB
# of Institutions
79Shares Held
5.77MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA4.48MShares$225 Million0.5% of portfolio
-
Bank Of America Corp Charlotte, NC330KShares$16.6 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN137KShares$6.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC101KShares$5.05 Million0.0% of portfolio
-
Trek Financial, LLC Scottsdale, AZ75.7KShares$3.8 Million0.32% of portfolio