Wmg Financial Advisors, LLC Ishares Tr Transaction History
Wmg Financial Advisors, LLC
- $206 Million
- Q3 2024
A detailed history of Wmg Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 3,540 shares of MBB stock, worth $331,344. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,540
Previous 3,221
9.9%
Holding current value
$331,344
Previous $295,000
14.92%
% of portfolio
0.16%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding MBB
# of Institutions
945Shares Held
327MCall Options Held
152KPut Options Held
48.5K-
Bank Of America Corp Charlotte, NC74.2MShares$6.94 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY34.7MShares$3.24 Billion0.27% of portfolio
-
Envestnet Asset Management Inc27.4MShares$2.57 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.2MShares$1.8 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa18.3MShares$1.71 Billion0.72% of portfolio