Heritage Wealth Management, Inc. /Ca/ Ishares Short Term National Mu Transaction History
Heritage Wealth Management, Inc. /Ca/
- $136 Billion
- Q2 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 7,811 shares of SUB stock, worth $829,059. This represents 0.6% of its overall portfolio holdings.
Number of Shares
7,811
Previous 8,511
8.22%
Holding current value
$829,059
Previous $891 Million
8.38%
% of portfolio
0.6%
Previous 0.67%
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$742 Million0.07% of portfolio
-
Envestnet Asset Management Inc6.19MShares$657 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