Private Wealth Management Group, LLC Ishares Short Term National Mu Transaction History
Private Wealth Management Group, LLC
- $253 Billion
- Q3 2024
A detailed history of Private Wealth Management Group, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 49,919 shares of SUB stock, worth $5.27 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
49,919
Previous 52,966
5.75%
Holding current value
$5.27 Million
Previous $5.54 Billion
4.27%
% of portfolio
2.09%
Previous 2.4%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
826Shares Held
68.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$749 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$666 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$631 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.63MShares$384 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.64MShares$279 Million0.38% of portfolio