Accurate Wealth Management, LLC Ishares Short Term National Mu Transaction History
Accurate Wealth Management, LLC
- $426 Million
- Q2 2024
A detailed history of Accurate Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 2,603 shares of SUB stock, worth $275,501. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,603
Previous 2,605
0.08%
Holding current value
$275,501
Previous $272,000
-0.0%
% of portfolio
0.06%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding SUB
# of Institutions
811Shares Held
68.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.99MShares$740 Million0.07% of portfolio
-
Envestnet Asset Management Inc6.19MShares$655 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.04MShares$639 Million1.6% of portfolio
-
Morgan Stanley New York, NY3.6MShares$381 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$267 Million0.38% of portfolio