Vest Gen Advisors, LLC Ishares Tr Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 6,800 shares of MBB stock, worth $646,476. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,800
Previous 6,187
9.91%
Holding current value
$646,476
Previous $581 Million
11.39%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding MBB
# of Institutions
1,071Shares Held
395MCall 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
-
Envestnet Asset Management Inc27.5MShares$2.61 Billion0.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC26.8MShares$2.55 Billion0.8% of portfolio
-
Tiaa Trust, National Association Charlotte, NC25.4MShares$2.41 Billion5.93% of portfolio