Stonebridge Financial Planning Group, LLC Ishares Tr Us Tech Breakthroug Transaction History

Stonebridge Financial Planning Group, LLC

  • $209 Million
  • Q1 2025

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 35,315 shares of TECB stock, worth $2.01 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
35,315
Previous 30,986 13.97%
Holding current value
$2.01 Million
Previous $1.65 Million 4.73%
% of portfolio
0.82%
Previous 0.77%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$48.9 - $56.81 $211,688 - $245,930
4,329 Added 13.97%
35,315 $1.73 Million
Q4 2024

Feb 18, 2025
BUY
$50.52 - $56.61 $418,053 - $468,447
8,275 Added 36.44%
30,986 $1.65 Million
Q3 2024

Nov 08, 2024
BUY
$45.31 - $51.64 $540,593 - $616,116
11,931 Added 110.68%
22,711 $1.16 Million
Q2 2024

Aug 07, 2024
BUY
$44.24 - $50.44 $285,348 - $325,338
6,450 Added 148.96%
10,780 $543,000
Q1 2024

May 13, 2024
BUY
$41.58 - $48.42 $180,041 - $209,658
4,330 New
4,330 $207,000

Others Institutions Holding TECB

# of Institutions
84
Shares Held
5.52M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR US TECH BREAKTHROUG

TECB Quotes by TradingView
  • Ticker TECB
  • Sector ETFs
  • Industry ETFs
More about TECB
Track This Portfolio

Track Stonebridge Financial Planning Group, LLC Portfolio

Follow Stonebridge Financial Planning Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonebridge Financial Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Planning Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email