Avid Wealth Partners LLC Ishares Short Term National Mu Transaction History
Avid Wealth Partners LLC
- $141 Billion
- Q4 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 5,320 shares of SUB stock, worth $563,654. This represents 0.4% of its overall portfolio holdings.
Number of Shares
5,320
Previous 9,078
41.4%
Holding current value
$563,654
Previous $964 Million
41.79%
% of portfolio
0.4%
Previous 0.68%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
855Shares Held
75.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$752 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$669 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$633 Million0.21% of portfolio
-
Life Planning Partners, Inc5.97MShares$633 Million4.65% of portfolio
-
Morgan Stanley New York, NY3.63MShares$385 Million0.03% of portfolio