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 $361,624. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,386
Previous 3,368
0.53%
Holding current value
$361,624
Previous $355,000
0.56%
% of portfolio
0.17%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
947Shares Held
74.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.03MShares$751 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.57MShares$702 Million1.61% of portfolio
-
Envestnet Asset Management Inc5.5MShares$588 Million0.18% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.41MShares$364 Million0.95% of portfolio
-
Morgan Stanley New York, NY3.3MShares$353 Million0.03% of portfolio