Bromfield Sneider Wealth Advisors Ishares Short Term National Mu Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 71,000 shares of SUB stock, worth $7.49 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
71,000
Previous 66,522
6.73%
Holding current value
$7.49 Million
Previous $7.01 Million
6.02%
% of portfolio
4.64%
Previous 4.78%
Shares
8 transactions
Others Institutions Holding SUB
# of Institutions
826Shares Held
68.5MCall 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$631 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.63MShares$384 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.64MShares$279 Million0.38% of portfolio