True Wealth Design, LLC Ishares Tr Transaction History

True Wealth Design, LLC

$405 Billion
Q2 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

923

Shares Held

324M

Call Options Held

242K

Put Options Held

1.64M

Bank Of America Corp Charlotte, NC

72.8M
Shares

$6.78 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.23 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.55 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.79 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

18.3M
Shares

$1.7 Billion
0.72% of portfolio

About ISHARES TR

Ticker MBB
Sector ETFs
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