United Financial Planning Group LLC Ishares Tr Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Ishares Tr stock. As of the latest transaction made, United Financial Planning Group LLC holds 205 shares of MBB stock, worth $19,489. This represents 0.01% of its overall portfolio holdings.
Number of Shares
205Holding current value
$19,489% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding MBB
# of Institutions
1,082Shares Held
396MCall Options Held
130KPut Options Held
272K-
Bank Of America Corp Charlotte, NC71.9MShares$6.84 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.7MShares$4.91 Billion0.32% of portfolio
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Envestnet Asset Management Inc27.5MShares$2.61 Billion0.81% of portfolio
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Lpl Financial LLC Fort Mill, SC26.8MShares$2.55 Billion0.8% of portfolio
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Tiaa Trust, National Association Charlotte, NC25.4MShares$2.41 Billion5.93% of portfolio