Maxwell Wealth Strategies Inc. Ishares Tr Transaction History
Maxwell Wealth Strategies Inc.
- $245 Billion
- Q4 2024
A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares Tr stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 7,991 shares of MBB stock, worth $751,793. This represents 0.3% of its overall portfolio holdings.
Number of Shares
7,991
Previous 7,658
4.35%
Holding current value
$751,793
Previous $711 Million
3.01%
% of portfolio
0.3%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding MBB
# of Institutions
994Shares Held
362MCall Options Held
180KPut Options Held
30.3K-
Bank Of America Corp Charlotte, NC76MShares$7.15 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY51.7MShares$4.87 Billion0.39% of portfolio
-
Envestnet Asset Management Inc28.8MShares$2.71 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC21.9MShares$2.06 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.7MShares$1.85 Billion0.73% of portfolio