Mascoma Wealth Management LLC Ishares Trust Ishares Msci Glo Transaction History
Mascoma Wealth Management LLC
- $400 Million
- Q3 2024
A detailed history of Mascoma Wealth Management LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 237 shares of SDG stock, worth $17,336. This represents 0.01% of its overall portfolio holdings.
Number of Shares
237
Previous 237
-0.0%
Holding current value
$17,336
Previous $17,000
17.65%
% of portfolio
0.01%
Previous 0.0%
Shares
4 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