Shared Vision Wealth Group LLC Ishares Tr Transaction History
Shared Vision Wealth Group LLC
- $190 Billion
- Q4 2024
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 3,341 shares of GBF stock, worth $346,862. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,341
Previous 3,749
10.88%
Holding current value
$346,862
Previous $401 Million
14.73%
% of portfolio
0.18%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding GBF
# of Institutions
84Shares Held
1.7MCall Options Held
0Put Options Held
0-
Assetmark, Inc351KShares$36.5 Million0.1% of portfolio
-
Destination Wealth Management177KShares$18.3 Million0.57% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS132KShares$13.7 Million0.16% of portfolio
-
Morgan Stanley New York, NY126KShares$13 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC114KShares$11.8 Million0.0% of portfolio