Ridgeline Wealth, LLC Ishares Tr Transaction History

Ridgeline Wealth, LLC

$123 Billion
Q4 2024

A detailed history of Ridgeline Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ridgeline Wealth, LLC holds 2,838 shares of MBB stock, worth $261,294. This represents 0.21% of its overall portfolio holdings.

Number of Shares

2,838

Holding current value

$261,294

% of portfolio

0.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 06, 2025	BUY	$91.26 - $95.82 $258,995 - $271,937	2,838 New	2,838 $260 Million

Others Institutions Holding MBB

# of Institutions

987

Shares Held

359M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.83 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

51.7M
Shares

$4.76 Billion
0.39% of portfolio
Envestnet Asset Management Inc

28.8M
Shares

$2.65 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

21.9M
Shares

$2.01 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

19.7M
Shares

$1.81 Billion
0.73% of portfolio

View Full List

About ISHARES TR

Ticker MBB
Sector ETFs
Industry ETFs

More about MBB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ridgeline Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgeline Wealth, LLC with notifications on news.

Account