Dynamic Wealth Strategies, LLC Ishares Short Term National Mu Transaction History
Dynamic Wealth Strategies, LLC
- $123 Million
- Q3 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 6,966 shares of SUB stock, worth $735,400. This represents 0.6% of its overall portfolio holdings.
Number of Shares
6,966
Previous 7,177
2.94%
Holding current value
$735,400
Previous $750,000
1.33%
% of portfolio
0.6%
Previous 0.64%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
827Shares Held
68.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$749 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$666 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$631 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.63MShares$384 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.64MShares$279 Million0.38% of portfolio