Accredited Wealth Management, LLC Amplify ETF Tr Trnsformational Transaction History
Accredited Wealth Management, LLC
- $134 Billion
- Q3 2025
A detailed history of Accredited Wealth Management, LLC transactions in Amplify ETF Tr Trnsformational stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 300 shares of BLOK stock, worth $17,937. This represents 0.01% of its overall portfolio holdings.
Number of Shares
300
Previous 200
50.0%
Holding current value
$17,937
Previous $11.4 Million
17.39%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding BLOK
# of Institutions
282Shares Held
8.17MCall Options Held
85.8KPut Options Held
31.5K-
Morgan Stanley New York, NY1.37MShares$81.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC975KShares$58.3 Million0.02% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL585KShares$35 Million0.67% of portfolio
-
Gradient Investments LLC490KShares$29.3 Million0.59% of portfolio
-
Wells Fargo & Company San Francisco, CA477KShares$28.5 Million0.01% of portfolio