Wcg Wealth Advisors LLC Ishares Tr Transaction History
Wcg Wealth Advisors LLC
- $1.18 Billion
- Q1 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 51,137 shares of MBB stock, worth $4.69 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
51,137
Previous 28,246
81.04%
Holding current value
$4.69 Million
Previous $2.66 Million
77.87%
% of portfolio
0.4%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding MBB
# of Institutions
899Shares Held
292MCall Options Held
869KPut Options Held
209K-
Bank Of America Corp Charlotte, NC71.5MShares$6.56 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY25.2MShares$2.31 Billion0.21% of portfolio
-
Envestnet Asset Management Inc22.2MShares$2.04 Billion0.78% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$1.55 Billion0.86% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.6MShares$1.25 Billion0.35% of portfolio