Fonville Wealth Management LLC Ishares Short Term National Mu Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Fonville Wealth Management LLC holds 31,781 shares of SUB stock, worth $3.35 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
31,781
Previous 33,794
5.96%
Holding current value
$3.35 Million
Previous $3.53 Billion
4.48%
% of portfolio
1.17%
Previous 1.4%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
820Shares Held
67.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.99MShares$737 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.04MShares$637 Million1.6% of portfolio
-
Envestnet Asset Management Inc5.98MShares$630 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.6MShares$380 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$266 Million0.38% of portfolio