Hb Wealth Management, LLC Ishares S&P 100 ETF Transaction History
Hb Wealth Management, LLC
- $14.5 Billion
- Q3 2025
A detailed history of Hb Wealth Management, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 23,032 shares of OEF stock, worth $6.13 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
23,032
Previous 23,054
0.1%
Holding current value
$6.13 Million
Previous $6.13 Million
0.1%
% of portfolio
0.04%
Previous 0.05%
Shares
14 transactions
Others Institutions Holding OEF
# of Institutions
1,090Shares Held
72.8MCall 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