Shared Vision Wealth Group LLC Ishares Tr Transaction History
Shared Vision Wealth Group LLC
- $236 Billion
- Q3 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 2,933 shares of GBF stock, worth $308,052. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,933
Previous 3,211
8.66%
Holding current value
$308,052
Previous $333 Million
6.37%
% of portfolio
0.13%
Previous 0.17%
Shares
6 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