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 $426,887. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,036
Previous 4,374
7.73%
Holding current value
$426,887
Previous $464,000
8.41%
% of portfolio
0.21%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
848Shares Held
69.2MCall 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$384 Million0.03% of portfolio