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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$90.85 - $96.66 $28,981 - $30,834
319 Added 9.9%
3,540 $339,000
Q2 2024

Jul 30, 2024

BUY
$89.41 - $92.64 $287,989 - $298,393
3,221 New
3,221 $295,000

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
Track This Portfolio

Track Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.