Discipline Wealth Solutions, LLC Ishares Short Term National Mu Transaction History
Discipline Wealth Solutions, LLC
- $246 Million
- Q2 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 6,894 shares of SUB stock, worth $735,176. This represents 0.3% of its overall portfolio holdings.
Number of Shares
6,894Holding current value
$735,176% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding SUB
# of Institutions
952Shares Held
80.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$771 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.9MShares$736 Million1.52% of portfolio
-
Morgan Stanley New York, NY6.37MShares$679 Million0.05% of portfolio
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Envestnet Asset Management Inc5.5MShares$587 Million0.18% of portfolio
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Tiaa Trust, National Association Charlotte, NC3.41MShares$364 Million0.95% of portfolio