Wealth Management Partners, LLC Ishares Tr Transaction History
Wealth Management Partners, LLC
- $212 Million
- Q1 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 24,981 shares of IYE stock, worth $1.08 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
24,981
Previous 16,813
48.58%
Holding current value
$1.08 Million
Previous $766,000
58.75%
% of portfolio
0.57%
Previous 0.33%
Shares
12 transactions
Others Institutions Holding IYE
# of Institutions
340Shares Held
15MCall Options Held
9.8KPut Options Held
1.1K-
Morgan Stanley New York, NY2.11MShares$90.9 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.45MShares$62.7 Million1.3% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$53.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.05MShares$45.3 Million0.01% of portfolio
-
Ubs Group Ag916KShares$39.5 Million0.01% of portfolio