Wealth Management Partners, LLC Ishares Tr Transaction History
Wealth Management Partners, LLC
- $274 Million
- Q3 2025
A detailed history of Wealth Management Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Management Partners, LLC holds 4,081 shares of ITA stock, worth $840,441. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,081
Previous 3,930
3.84%
Holding current value
$840,441
Previous $741,000
15.11%
% of portfolio
0.31%
Previous 0.29%
Shares
7 transactions
Others Institutions Holding ITA
# of Institutions
983Shares Held
32.6MCall Options Held
654KPut Options Held
538K-
Envestnet Asset Management Inc4.78MShares$984 Million0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.83MShares$582 Million0.18% of portfolio
-
Morgan Stanley New York, NY2.82MShares$581 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.76MShares$568 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.12MShares$231 Million0.05% of portfolio