Avid Wealth Partners LLC Ishares Short Term National Mu Transaction History
Avid Wealth Partners LLC
- $175 Billion
- Q2 2025
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 12,072 shares of SUB stock, worth $1.29 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
12,072
Previous 9,322
29.5%
Holding current value
$1.29 Million
Previous $984 Million
30.41%
% of portfolio
0.73%
Previous 0.67%
Shares
5 transactions
Others Institutions Holding SUB
# of Institutions
953Shares Held
80.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$771 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.9MShares$736 Million1.52% of portfolio
-
Morgan Stanley New York, NY6.37MShares$679 Million0.05% of portfolio
-
Envestnet Asset Management Inc5.5MShares$587 Million0.18% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.41MShares$364 Million0.95% of portfolio