Grand Wealth Management, LLC Ishares S&P 100 ETF Transaction History
Grand Wealth Management, LLC
- $197 Million
- Q4 2025
A detailed history of Grand Wealth Management, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Grand Wealth Management, LLC holds 29 shares of OEF stock, worth $7,714. This represents 0.0% of its overall portfolio holdings.
Number of Shares
29
Previous 25
16.0%
Holding current value
$7,714
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding OEF
# of Institutions
1,118Shares Held
73.3MCall Options Held
32.4KPut Options Held
26.7K-
Envestnet Asset Management Inc10.7MShares$2.86 Billion0.88% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO7.65MShares$2.03 Billion23.66% of portfolio
-
Bank Of America Corp Charlotte, NC6.83MShares$1.82 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$1.13 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY2.68MShares$713 Million0.05% of portfolio