Foundations Investment Advisors, LLC Ishares Short Term National Mu Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 4,589 shares of SUB stock, worth $485,607. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,589
Previous 2,288
100.57%
Holding current value
$485,607
Previous $242,000
100.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
873Shares Held
75.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$751 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$668 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$632 Million0.21% of portfolio
-
Life Planning Partners, Inc5.97MShares$632 Million4.65% of portfolio
-
Morgan Stanley New York, NY3.63MShares$385 Million0.03% of portfolio