A detailed history of Strait & Sound Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 3,309 shares of MBB stock, worth $305,222. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,309
Previous 3,192 3.67%
Holding current value
$305,222
Previous $296 Million 0.66%
% of portfolio
0.17%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$91.2 - $93.98 $10,670 - $10,995
117 Added 3.67%
3,309 $298 Million
Q4 2023

Feb 08, 2024

SELL
$85.82 - $94.55 $59,044 - $65,050
-688 Reduced 17.73%
3,192 $296 Million
Q3 2023

Nov 15, 2023

BUY
$88.51 - $93.81 $343,418 - $363,982
3,880 New
3,880 $345 Million

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
Track This Portfolio

Track Strait & Sound Wealth Management LLC Portfolio

Follow Strait & Sound Wealth Management 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 Strait & Sound Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strait & Sound Wealth Management LLC with notifications on news.