Beacon Harbor Wealth Advisors, Inc. Ishares Short Term National Mu Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $387 Million
- Q2 2025
A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 12,911 shares of SUB stock, worth $1.38 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
12,911
Previous 13,161
1.9%
Holding current value
$1.38 Million
Previous $1.39 Million
1.22%
% of portfolio
0.35%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
942Shares Held
74.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.03MShares$751 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.57MShares$702 Million1.61% of portfolio
-
Envestnet Asset Management Inc5.5MShares$588 Million0.18% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.41MShares$364 Million0.95% of portfolio
-
Morgan Stanley New York, NY3.3MShares$353 Million0.03% of portfolio