Montag & Caldwell, LLC Ishares Tr Transaction History
Montag & Caldwell, LLC
- $441 Million
- Q2 2025
A detailed history of Montag & Caldwell, LLC transactions in Ishares Tr stock. As of the latest transaction made, Montag & Caldwell, LLC holds 5,237 shares of GBF stock, worth $550,042. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,237
Previous 5,237
-0.0%
Holding current value
$550,042
Previous $545,000
0.37%
% of portfolio
0.12%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding GBF
# of Institutions
74Shares Held
1.16MCall Options Held
0Put Options Held
0-
Destination Wealth Management192KShares$20.2 Million0.58% of portfolio
-
Morgan Stanley New York, NY120KShares$12.7 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS106KShares$11.2 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC104KShares$11 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY93.4KShares$9.81 Million0.0% of portfolio