Wealth Management Partners, LLC Ishares Tr Transaction History
Wealth Management Partners, LLC
- $194 Million
- Q1 2024
A detailed history of Wealth Management Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Management Partners, LLC holds 2,511 shares of IYM stock, worth $352,494. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,511
Previous 2,535
0.95%
Holding current value
$352,494
Previous $350,000
5.71%
% of portfolio
0.19%
Previous 0.2%
Shares
8 transactions
Others Institutions Holding IYM
# of Institutions
217Shares Held
2.15MCall Options Held
3.5KPut Options Held
1.3K-
Pgim Custom Harvest LLC Newark, NJ294KShares$41.3 Million1.09% of portfolio
-
Morgan Stanley New York, NY269KShares$37.8 Million0.0% of portfolio
-
Ubs Group Ag138KShares$19.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC132KShares$18.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA123KShares$17.3 Million0.0% of portfolio