Certus Wealth Management, LLC Ishares Short Term National Mu Transaction History
Certus Wealth Management, LLC
- $127 Million
- Q1 2024
A detailed history of Certus Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Certus Wealth Management, LLC holds 19,325 shares of SUB stock, worth $2.02 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
19,325
Previous 13,296
45.34%
Holding current value
$2.02 Million
Previous $1.4 Million
44.4%
% of portfolio
1.59%
Previous 1.19%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
805Shares Held
67.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.65MShares$695 Million0.07% of portfolio
-
Envestnet Asset Management Inc5.96MShares$623 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO5.35MShares$559 Million1.59% of portfolio
-
Morgan Stanley New York, NY3.62MShares$378 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$263 Million0.4% of portfolio