A detailed history of Essential Planning, Llc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Essential Planning, Llc. holds 2,610 shares of SUB stock, worth $277,443. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,610
Previous 2,610 -0.0%
Holding current value
$277,443
Previous $273,000 0.37%
% of portfolio
0.12%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

SELL
$102.82 - $104.26 $44,726 - $45,353
-435 Reduced 14.29%
2,610 $268,000
Q2 2023

Aug 10, 2023

BUY
$103.24 - $105.0 $314,365 - $319,725
3,045 New
3,045 $316,000
Q4 2022

Feb 14, 2023

BUY
$102.5 - $104.49 $223,757 - $228,101
2,183 New
2,183 $227,000

Others Institutions Holding SUB

About ISHARES SHORT-TERM NATIONAL MU


  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
Track This Portfolio

Track Essential Planning, Llc. Portfolio

Follow Essential Planning, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.