Core Wealth Partners LLC Ishares Tr Transaction History
Core Wealth Partners LLC
- $146 Billion
- Q2 2024
A detailed history of Core Wealth Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Core Wealth Partners LLC holds 3,437 shares of MBB stock, worth $319,950. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,437
Previous 3,012
14.11%
Holding current value
$319,950
Previous $278 Million
13.36%
% of portfolio
0.22%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding MBB
# of Institutions
911Shares Held
312MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$6.78 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$2.71 Billion0.24% of portfolio
-
Envestnet Asset Management Inc25MShares$2.33 Billion0.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.1MShares$1.68 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa16.9MShares$1.57 Billion0.68% of portfolio