Avid Wealth Partners LLC Ishares Short Term National Mu Transaction History

Avid Wealth Partners LLC

$129 Billion
Q2 2024

A detailed history of Avid Wealth Partners LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Avid Wealth Partners LLC holds 1,965 shares of SUB stock, worth $208,565. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,965

Holding current value

$208,565

% of portfolio

0.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	BUY	$104.04 - $104.8 $204,438 - $205,932	1,965 New	1,965 $205 Million

Others Institutions Holding SUB

# of Institutions

812

Shares Held

68.4M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

6.99M
Shares

$742 Million
0.07% of portfolio
Envestnet Asset Management Inc

6.19M
Shares

$657 Million
0.23% of portfolio
Mercer Global Advisors Inc Denver, CO

6.04M
Shares

$641 Million
1.6% of portfolio
Morgan Stanley New York, NY

3.6M
Shares

$382 Million
0.03% of portfolio
Sei Investments CO Oaks, PA

2.52M
Shares

$267 Million
0.38% of portfolio

View Full List

About ISHARES SHORT-TERM NATIONAL MU

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Avid Wealth Partners LLC Ishares Short Term National Mu Transaction History