Beacon Harbor Wealth Advisors, Inc. Ishares Short Term National Mu Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $409 Million
- Q3 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 0.34% of its overall portfolio holdings.
Number of Shares
12,911
Previous 12,911
-0.0%
Holding current value
$1.38 Million
Previous $1.37 Million
0.44%
% of portfolio
0.34%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
949Shares Held
75.6MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO7.77MShares$827 Million1.41% of portfolio
-
Bank Of America Corp Charlotte, NC7.53MShares$802 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.49MShares$691 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA2.75MShares$293 Million0.33% of portfolio
-
Creative Planning Overland Park, KS2.75MShares$293 Million0.23% of portfolio