Wingate Wealth Advisors, Inc. Ishares Short Term National Mu Transaction History
Wingate Wealth Advisors, Inc.
- $112 Billion
- Q2 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 5,477 shares of SUB stock, worth $584,998. This represents 0.52% of its overall portfolio holdings.
Number of Shares
5,477
Previous 6,072
9.8%
Holding current value
$584,998
Previous $641 Million
9.16%
% of portfolio
0.52%
Previous 0.74%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
940Shares Held
74.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.03MShares$751 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.57MShares$702 Million1.61% of portfolio
-
Envestnet Asset Management Inc5.5MShares$588 Million0.18% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.41MShares$364 Million0.95% of portfolio
-
Morgan Stanley New York, NY3.3MShares$353 Million0.03% of portfolio