Evernest Financial Advisors, LLC Ishares Short Term National Mu Transaction History
Evernest Financial Advisors, LLC
- $362 Million
- Q3 2024
A detailed history of Evernest Financial Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 9,478 shares of SUB stock, worth $996,611. This represents 0.28% of its overall portfolio holdings.
Number of Shares
9,478
Previous 9,067
4.53%
Holding current value
$996,611
Previous $947,000
6.23%
% of portfolio
0.28%
Previous 0.43%
Shares
5 transactions
Others Institutions Holding SUB
# of Institutions
827Shares Held
68.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$746 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$664 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$628 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.63MShares$382 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.64MShares$278 Million0.38% of portfolio