Modern Wealth Management, LLC Ishares Tr Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 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 4,683 shares of GBF stock, worth $477,338. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,683
Previous 4,845
3.34%
Holding current value
$477,338
Previous $498 Million
0.53%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding GBF
# of Institutions
78Shares Held
1.78MCall Options Held
0Put Options Held
0-
Assetmark, Inc372KShares$37.9 Million0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY230KShares$23.5 Million0.0% of portfolio
-
Destination Wealth Management172KShares$17.6 Million0.58% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS135KShares$13.7 Million0.17% of portfolio
-
Morgan Stanley New York, NY128KShares$13.1 Million0.0% of portfolio