Fonville Wealth Management LLC Ishares Short Term National Mu Transaction History
Fonville Wealth Management LLC
- $252 Billion
- Q2 2024
A detailed history of Fonville Wealth Management LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Fonville Wealth Management LLC holds 33,794 shares of SUB stock, worth $3.58 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
33,794
Previous 34,143
1.02%
Holding current value
$3.58 Million
Previous $3.58 Billion
1.19%
% of portfolio
1.4%
Previous 1.58%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
812Shares Held
68.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.99MShares$741 Million0.07% of portfolio
-
Envestnet Asset Management Inc6.19MShares$656 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.04MShares$641 Million1.6% of portfolio
-
Morgan Stanley New York, NY3.6MShares$382 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$267 Million0.38% of portfolio