Avitas Wealth Management LLC Ishares Short Term National Mu Transaction History
Avitas Wealth Management LLC
- $651 Million
- Q1 2024
A detailed history of Avitas Wealth Management LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Avitas Wealth Management LLC holds 2,720 shares of SUB stock, worth $284,675. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,720
Previous 3,350
18.81%
Holding current value
$284,675
Previous $353,000
19.55%
% of portfolio
0.04%
Previous 0.06%
Shares
16 transactions
Others Institutions Holding SUB
# of Institutions
806Shares Held
67.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.65MShares$696 Million0.07% of portfolio
-
Envestnet Asset Management Inc5.96MShares$623 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO5.35MShares$559 Million1.59% of portfolio
-
Morgan Stanley New York, NY3.62MShares$379 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$264 Million0.4% of portfolio