Windward Private Wealth Management Inc. Ishares Tr Transaction History
Windward Private Wealth Management Inc.
- $247 Million
- Q2 2024
A detailed history of Windward Private Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 3,508 shares of MBB stock, worth $336,136. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,508
Previous 3,416
2.69%
Holding current value
$336,136
Previous $315,000
2.22%
% of portfolio
0.13%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding MBB
# of Institutions
907Shares Held
311MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$6.97 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$2.79 Billion0.24% of portfolio
-
Envestnet Asset Management Inc25MShares$2.4 Billion0.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.1MShares$1.73 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa16.9MShares$1.62 Billion0.68% of portfolio