U.S. Capital Wealth Advisors, LLC Ishares Tr Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.03 Billion
- Q4 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 5,759 shares of MBB stock, worth $541,806. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,759
Previous 4,561
26.27%
Holding current value
$541,806
Previous $436,000
20.87%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding MBB
# of Institutions
994Shares Held
362MCall Options Held
180KPut Options Held
30.3K-
Bank Of America Corp Charlotte, NC76MShares$7.15 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY51.7MShares$4.87 Billion0.39% of portfolio
-
Envestnet Asset Management Inc28.8MShares$2.71 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC21.9MShares$2.06 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.7MShares$1.85 Billion0.73% of portfolio