Capstone Capital Wealth Advisors Ishares Short Term National Mu Transaction History
Capstone Capital Wealth Advisors
- $122 Billion
- Q4 2024
A detailed history of Capstone Capital Wealth Advisors transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Capstone Capital Wealth Advisors holds 4,040 shares of SUB stock, worth $427,512. This represents 0.35% of its overall portfolio holdings.
Number of Shares
4,040
Previous 4,129
2.16%
Holding current value
$427,512
Previous $438 Million
2.81%
% of portfolio
0.35%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding SUB
# of Institutions
873Shares Held
75.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$751 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$668 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$632 Million0.21% of portfolio
-
Life Planning Partners, Inc5.97MShares$632 Million4.65% of portfolio
-
Morgan Stanley New York, NY3.63MShares$385 Million0.03% of portfolio