Essential Planning, Llc. Ishares Short Term National Mu Transaction History
Essential Planning, Llc.
- $248 Billion
- Q1 2025
A detailed history of Essential Planning, Llc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Essential Planning, Llc. holds 2,640 shares of SUB stock, worth $281,212. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,640
Previous 169,650
98.44%
Holding current value
$281,212
Previous $17.9 Million
1457.97%
% of portfolio
0.11%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding SUB
# of Institutions
942Shares Held
73.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.03MShares$749 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.57MShares$700 Million1.61% of portfolio
-
Envestnet Asset Management Inc5.27MShares$562 Million0.19% of portfolio
-
Morgan Stanley New York, NY3.3MShares$352 Million0.03% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.13MShares$334 Million1.03% of portfolio