Bernardo Wealth Planning LLC Ishares Tr Transaction History
Bernardo Wealth Planning LLC
- $412 Million
- Q3 2024
A detailed history of Bernardo Wealth Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 74,236 shares of MBB stock, worth $6.78 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
74,236
Previous 66,344
11.9%
Holding current value
$6.78 Million
Previous $6.09 Million
14.64%
% of portfolio
1.69%
Previous 1.64%
Shares
20 transactions
Others Institutions Holding MBB
# of Institutions
944Shares Held
327MCall Options Held
152KPut Options Held
48.5K-
Bank Of America Corp Charlotte, NC74.2MShares$6.77 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY34.7MShares$3.16 Billion0.27% of portfolio
-
Envestnet Asset Management Inc27.4MShares$2.5 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.2MShares$1.75 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa18.3MShares$1.67 Billion0.72% of portfolio