Doyle Wealth Management Ishares Short Term National Mu Transaction History
Doyle Wealth Management
- $1.16 Billion
- Q3 2022
A detailed history of Doyle Wealth Management transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Doyle Wealth Management holds 4,702 shares of SUB stock, worth $502,220. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,702
Previous 2,491
88.76%
Holding current value
$502,220
Previous $261,000
85.06%
% of portfolio
0.04%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SUB
# of Institutions
955Shares Held
80.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$772 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.9MShares$737 Million1.52% of portfolio
-
Morgan Stanley New York, NY6.37MShares$680 Million0.05% of portfolio
-
Envestnet Asset Management Inc5.5MShares$588 Million0.18% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.41MShares$364 Million0.95% of portfolio