U.S. Capital Wealth Advisors, LLC Ishares Cmbs ETF Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.44 Billion
- Q3 2025
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Cmbs ETF stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 63,579 shares of CMBS stock, worth $3.13 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
63,579
Previous 54,023
17.69%
Holding current value
$3.13 Million
Previous $2.63 Million
18.5%
% of portfolio
0.09%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding CMBS
# of Institutions
102Shares Held
6.22MCall Options Held
0Put Options Held
0-
State Of New Jersey Common Pension Fund D522KShares$25.7 Million0.1% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ470KShares$23.1 Million0.14% of portfolio
-
Black Rock Inc. New York, NY470KShares$23.1 Million0.0% of portfolio
-
Arvest Investments, Inc. Rogers, AR439KShares$21.6 Million3.09% of portfolio
-
Ae Wealth Management LLC398KShares$19.6 Million0.17% of portfolio