Elmwood Wealth Management, Inc. Ishares Short Term National Mu Transaction History
Elmwood Wealth Management, Inc.
- $228 Million
- Q4 2024
A detailed history of Elmwood Wealth Management, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 59,429 shares of SUB stock, worth $6.28 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
59,429
Previous 55,780
6.54%
Holding current value
$6.28 Million
Previous $5.92 Million
5.82%
% of portfolio
2.74%
Previous 2.66%
Shares
24 transactions
Others Institutions Holding SUB
# of Institutions
840Shares Held
69.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$750 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$667 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