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 $356,166. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,368
Previous 3,368
-0.0%
Holding current value
$356,166
Previous $357,000
0.56%
% of portfolio
0.17%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
901Shares Held
71.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$824 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$661 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$661 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$371 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.68MShares$283 Million0.38% of portfolio