Bernard Wealth Management Corp. Ishares Short Term National Mu Transaction History
Bernard Wealth Management Corp.
- $205 Billion
- Q1 2025
A detailed history of Bernard Wealth Management Corp. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 4,737 shares of SUB stock, worth $501,079. This represents 0.24% of its overall portfolio holdings.
Number of Shares
4,737
Previous 4,737
-0.0%
Holding current value
$501,079
Previous $500 Million
0.11%
% of portfolio
0.24%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
930Shares Held
83.4MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA11MShares$1.16 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC7.03MShares$744 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.57MShares$695 Million1.61% of portfolio
-
Envestnet Asset Management Inc5.27MShares$558 Million0.19% of portfolio
-
Morgan Stanley New York, NY3.3MShares$350 Million0.03% of portfolio