Avantax Planning Partners, Inc. Ishares Short Term National Mu Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 68,204 shares of SUB stock, worth $7.19 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
68,204
Previous 85,480
20.21%
Holding current value
$7.19 Million
Previous $8.94 Million
18.96%
% of portfolio
0.26%
Previous 0.29%
Shares
29 transactions
Others Institutions Holding SUB
# of Institutions
827Shares Held
68.5MCall 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