Heritage Wealth Partners, LLC Ishares Short Term National Mu Transaction History
Heritage Wealth Partners, LLC
- $85 Billion
- Q3 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 7,555 shares of SUB stock, worth $795,919. This represents 0.94% of its overall portfolio holdings.
Number of Shares
7,555
Previous 8,430
10.38%
Holding current value
$795,919
Previous $881 Million
8.98%
% of portfolio
0.94%
Previous 1.28%
Shares
6 transactions
Others Institutions Holding SUB
# of Institutions
828Shares Held
68.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$748 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$665 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$630 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.63MShares$383 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.64MShares$279 Million0.38% of portfolio