Collaborative Wealth Managment Inc. Ishares Short Term National Mu Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 3,368 shares of SUB stock, worth $355,290. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,368
Previous 3,368
-0.0%
Holding current value
$355,290
Previous $357,000
0.56%
% of portfolio
0.17%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
902Shares Held
71.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$822 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$659 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$659 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$370 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.68MShares$282 Million0.38% of portfolio