Mine & Arao Wealth Creation & Management, Llc. Ishares Tr North Amern Nat Res Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$218 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 13, 2020	SELL	$19.58 - $23.06 $17,622 - $20,754	-900 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$27.72 - $30.16 $24,948 - $27,144	900 New	900 $27,000

Others Institutions Holding IGE

# of Institutions

156

Shares Held

8.15M

Call Options Held

1.1K

Put Options Held

Assetmark, Inc

1.21M
Shares

$50.4 Million
0.14% of portfolio
Morgan Stanley New York, NY

953K
Shares

$39.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

736K
Shares

$30.7 Million
0.0% of portfolio
Citizens & Northern Corp

500K
Shares

$20.9 Million
6.48% of portfolio
Family Firm, Inc.

493K
Shares

$20.6 Million
3.64% of portfolio

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