Bernardo Wealth Planning LLC Indexiq Active ETF Tr Iq Macka Transaction History
Bernardo Wealth Planning LLC
- $422 Million
- Q4 2024
A detailed history of Bernardo Wealth Planning LLC transactions in Indexiq Active ETF Tr Iq Macka stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 169,895 shares of MMIT stock, worth $4.11 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
169,895
Previous 195,349
13.03%
Holding current value
$4.11 Million
Previous $4.77 Million
14.43%
% of portfolio
0.97%
Previous 1.16%
Shares
9 transactions
Others Institutions Holding MMIT
# of Institutions
106Shares Held
24.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.06MShares$98.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.66MShares$64.4 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.62MShares$39.2 Million0.05% of portfolio
-
Ubs Group Ag1.52MShares$36.8 Million0.01% of portfolio
-
Schneider Downs Wealth Management Advisors, LP1.44MShares$34.8 Million7.41% of portfolio