Modern Wealth Management, LLC Ishares Tr Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,435 shares of GBF stock, worth $458,712. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,435
Previous 4,683
5.3%
Holding current value
$458,712
Previous $500 Million
8.89%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding GBF
# of Institutions
84Shares Held
1.7MCall Options Held
0Put Options Held
0-
Assetmark, Inc351KShares$36.3 Million0.1% of portfolio
-
Destination Wealth Management177KShares$18.3 Million0.57% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS132KShares$13.6 Million0.16% of portfolio
-
Morgan Stanley New York, NY126KShares$13 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC114KShares$11.7 Million0.0% of portfolio