Journey Strategic Wealth LLC Ishares Trust Ishares Msci Glo Transaction History
Journey Strategic Wealth LLC
- $2.71 Billion
- Q3 2024
A detailed history of Journey Strategic Wealth LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 2,734 shares of SDG stock, worth $199,992. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,734
Previous 3,002
8.93%
Holding current value
$199,992
Previous $225,000
2.67%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SDG
# of Institutions
128Shares Held
1.35MCall Options Held
0Put Options Held
0-
Cwm, LLC290KShares$21.2 Million0.11% of portfolio
-
Mission Wealth Management, LP118KShares$8.63 Million0.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC102KShares$7.45 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC66.2KShares$4.84 Million0.0% of portfolio
-
Dynamic Advisor Solutions LLC49.5KShares$3.62 Million0.13% of portfolio