Continuum Wealth Advisors, LLC Ishares Short Term National Mu Transaction History
Continuum Wealth Advisors, LLC
- $189 Million
- Q2 2024
A detailed history of Continuum Wealth Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 13,405 shares of SUB stock, worth $1.42 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
13,405
Previous 11,508
16.48%
Holding current value
$1.42 Million
Previous $1.21 Million
16.27%
% of portfolio
0.74%
Previous 0.69%
Shares
7 transactions
Others Institutions Holding SUB
# of Institutions
812Shares Held
68.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.99MShares$743 Million0.07% of portfolio
-
Envestnet Asset Management Inc6.19MShares$658 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.04MShares$642 Million1.6% of portfolio
-
Morgan Stanley New York, NY3.6MShares$383 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$268 Million0.38% of portfolio