Dopkins Wealth Management, LLC Ishares Short Term National Mu Transaction History
Dopkins Wealth Management, LLC
- $120 Million
- Q3 2024
A detailed history of Dopkins Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 2,484 shares of SUB stock, worth $262,856. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,484
Previous 2,484
-0.0%
Holding current value
$262,856
Previous $259,000
1.54%
% of portfolio
0.22%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding SUB
# of Institutions
872Shares Held
75.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$751 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$668 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$632 Million0.21% of portfolio
-
Life Planning Partners, Inc5.97MShares$632 Million4.65% of portfolio
-
Morgan Stanley New York, NY3.63MShares$385 Million0.03% of portfolio