Axxcess Wealth Management, LLC Ishares Short Term National Mu Transaction History
Axxcess Wealth Management, LLC
- $4.06 Billion
- Q2 2025
A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 4,631 shares of SUB stock, worth $494,637. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,631
Previous 4,235
9.35%
Holding current value
$494,637
Previous $447,000
10.07%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding SUB
# of Institutions
955Shares Held
80.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$772 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.9MShares$737 Million1.52% of portfolio
-
Morgan Stanley New York, NY6.37MShares$680 Million0.05% of portfolio
-
Envestnet Asset Management Inc5.5MShares$588 Million0.18% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.41MShares$364 Million0.95% of portfolio