Monterey Private Wealth, Inc. Ishares Tr Msci Acwi Low Carbo Transaction History

Monterey Private Wealth, Inc.

  • $303 Million
  • Q4 2024

A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Tr Msci Acwi Low Carbo stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 2,491 shares of CRBN stock, worth $496,655. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,491
Previous 2,463 1.14%
Holding current value
$496,655
Previous $483,000 0.21%
% of portfolio
0.16%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$192.71 - $203.05 $5,395 - $5,685
28 Added 1.14%
2,491 $482,000
Q2 2024

Jul 08, 2024
BUY
$169.52 - $183.86 $3,390 - $3,677
20 Added 0.82%
2,463 $451,000
Q4 2023

Jan 12, 2024
BUY
$143.83 - $166.15 $351,376 - $405,904
2,443 New
2,443 $404,000

Others Institutions Holding CRBN

# of Institutions
129
Shares Held
2.59M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI ACWI LOW CARBO

CRBN Quotes by TradingView
  • Ticker CRBN
  • Sector ETFs
  • Industry ETFs
More about CRBN
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