Collaborative Wealth Managment Inc. Ishares Short Term National Mu Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 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 2,775
21.37%
Holding current value
$355,290
Previous $290,000
23.1%
% of portfolio
0.17%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
823Shares Held
69.3MCall 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$630 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.63MShares$383 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.64MShares$279 Million0.38% of portfolio