Bcgm Wealth Management, LLC Ishares Short Term National Mu Transaction History
Bcgm Wealth Management, LLC
- $288 Million
- Q4 2024
A detailed history of Bcgm Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 4,598 shares of SUB stock, worth $486,560. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,598
Previous 4,360
5.46%
Holding current value
$486,560
Previous $462,000
4.76%
% of portfolio
0.17%
Previous 0.16%
Shares
17 transactions
Others Institutions Holding SUB
# of Institutions
873Shares Held
75.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$751 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$668 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$632 Million0.21% of portfolio
-
Life Planning Partners, Inc5.97MShares$632 Million4.65% of portfolio
-
Morgan Stanley New York, NY3.63MShares$385 Million0.03% of portfolio