True Wealth Design, LLC Ishares Tr Transaction History

True Wealth Design, LLC

$258 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$92.54 - $95.74 $83,656 - $86,548	904 New	904 $84.3 Million

Others Institutions Holding MBB

# of Institutions

1,003

Shares Held

362M

Call Options Held

180K

Put Options Held

30.3K

Bank Of America Corp Charlotte, NC

76M
Shares

$7.11 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

51.7M
Shares

$4.84 Billion
0.39% of portfolio
Envestnet Asset Management Inc

28.8M
Shares

$2.69 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

21.9M
Shares

$2.04 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

19.7M
Shares

$1.84 Billion
0.73% of portfolio

About ISHARES TR

Ticker MBB
Sector ETFs
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