Dynamic Wealth Strategies, LLC Ishares Short Term National Mu Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 7,177 shares of SUB stock, worth $755,163. This represents 0.64% of its overall portfolio holdings.
Number of Shares
7,177
Previous 7,556
5.02%
Holding current value
$755,163
Previous $791,000
5.18%
% of portfolio
0.64%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
820Shares Held
67.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.99MShares$735 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.04MShares$636 Million1.6% of portfolio
-
Envestnet Asset Management Inc5.98MShares$629 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.6MShares$379 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$265 Million0.38% of portfolio