Beacon Harbor Wealth Advisors, Inc. Ishares Short Term National Mu Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $420 Million
- Q3 2024
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 13,161 shares of SUB stock, worth $1.39 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
13,161
Previous 15,661
15.96%
Holding current value
$1.39 Million
Previous $1.64 Million
14.6%
% of portfolio
0.33%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
823Shares Held
69.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$749 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$666 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$630 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.63MShares$383 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.64MShares$279 Million0.38% of portfolio