Aletheian Wealth Advisors LLC Ishares Short Term National Mu Transaction History
Aletheian Wealth Advisors LLC
- $163 Million
- Q3 2024
A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 4,955 shares of SUB stock, worth $522,702. This represents 0.32% of its overall portfolio holdings.
Number of Shares
4,955
Previous 4,935
0.41%
Holding current value
$522,702
Previous $515,000
2.14%
% of portfolio
0.32%
Previous 0.28%
Shares
12 transactions
Others Institutions Holding SUB
# of Institutions
823Shares Held
69.3MCall 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$630 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.63MShares$383 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.64MShares$279 Million0.38% of portfolio