Dynamic Wealth Strategies, LLC Ishares Short Term National Mu Transaction History
Dynamic Wealth Strategies, LLC
- $123 Million
- Q3 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 6,966 shares of SUB stock, worth $738,047. This represents 0.6% of its overall portfolio holdings.
Number of Shares
6,966
Previous 7,177
2.94%
Holding current value
$738,047
Previous $750,000
1.33%
% of portfolio
0.6%
Previous 0.64%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
855Shares Held
75.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$752 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$669 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$633 Million0.21% of portfolio
-
Life Planning Partners, Inc5.97MShares$633 Million4.65% of portfolio
-
Morgan Stanley New York, NY3.63MShares$385 Million0.03% of portfolio