Collaborative Wealth Managment Inc. Ishares Short Term National Mu Transaction History
Collaborative Wealth Managment Inc.
- $207 Million
- Q1 2025
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 3,386 shares of SUB stock, worth $358,746. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,386
Previous 3,368
0.53%
Holding current value
$358,746
Previous $355,000
0.56%
% of portfolio
0.17%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
930Shares Held
83.4MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA11MShares$1.16 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC7.03MShares$745 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.57MShares$696 Million1.61% of portfolio
-
Envestnet Asset Management Inc5.27MShares$559 Million0.19% of portfolio
-
Morgan Stanley New York, NY3.3MShares$350 Million0.03% of portfolio