Wcg Wealth Advisors LLC Ishares Tr Transaction History

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 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 62,769 shares of MBB stock, worth $5.8 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

62,769

Previous 50,959 23.18%

Holding current value

$5.8 Million

Previous $4.68 Million 28.53%

% of portfolio

0.41%

Previous 0.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$90.85 - $96.66 $1.07 Million - $1.14 Million	11,810 Added 23.18%	62,769 $6.01 Million
Q2 2024 Aug 12, 2024	SELL	$89.41 - $92.64 $15,914 - $16,489	-178 Reduced 0.35%	50,959 $4.68 Million
Q1 2024 May 13, 2024	BUY	$91.2 - $93.98 $2.09 Million - $2.15 Million	22,891 Added 81.04%	51,137 $4.73 Million
Q4 2023 Feb 08, 2024	SELL	$85.82 - $94.55 $1.81 Million - $1.99 Million	-21,068 Reduced 42.72%	28,246 $2.66 Million
Q3 2023 Nov 09, 2023	BUY	$88.51 - $93.81 $355,810 - $377,116	4,020 Added 8.88%	49,314 $4.38 Million
Q2 2023 Aug 14, 2023	BUY	$92.54 - $95.74 $4.19 Million - $4.34 Million	45,294 New	45,294 $4.22 Million

Others Institutions Holding MBB

# of Institutions

944

Shares Held

327M

Call Options Held

152K

Put Options Held

48.5K

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Account

Wcg Wealth Advisors LLC Ishares Tr Transaction History