Watershed Private Wealth LLC Ishares Tr Transaction History
Watershed Private Wealth LLC
- $250 Billion
- Q1 2025
A detailed history of Watershed Private Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Watershed Private Wealth LLC holds 9,321 shares of MBB stock, worth $863,590. This represents 0.35% of its overall portfolio holdings.
Number of Shares
9,321
Previous 26,190
64.41%
Holding current value
$863,590
Previous $2.4 Billion
63.59%
% of portfolio
0.35%
Previous 0.94%
Shares
5 transactions
Others Institutions Holding MBB
# of Institutions
1,046Shares Held
350MCall Options Held
615KPut Options Held
48K-
Bank Of America Corp Charlotte, NC62.5MShares$5.79 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY50.8MShares$4.7 Billion0.37% of portfolio
-
Envestnet Asset Management Inc26.6MShares$2.47 Billion0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.3MShares$2.25 Billion0.92% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa21MShares$1.95 Billion0.87% of portfolio