Wr Wealth Planners, LLC Ishares Short Term National Mu Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 473 shares of SUB stock, worth $50,076. This represents 0.02% of its overall portfolio holdings.
Number of Shares
473
Previous 1,452
67.42%
Holding current value
$50,076
Previous $154,000
68.18%
% of portfolio
0.02%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding SUB
# of Institutions
895Shares Held
71.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$824 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$662 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$661 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$371 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.68MShares$283 Million0.38% of portfolio