Investment Planning Advisors, Inc. Ishares Short Term National Mu Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 4,036 shares of SUB stock, worth $427,291. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,036
Previous 4,374
7.73%
Holding current value
$427,291
Previous $464,000
8.41%
% of portfolio
0.21%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
895Shares Held
71.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$824 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$662 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$661 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$371 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.68MShares$283 Million0.38% of portfolio