Investments & Financial Planning, LLC Ishares Short Term National Mu Transaction History
Investments & Financial Planning, LLC
- $158 Million
- Q3 2024
A detailed history of Investments & Financial Planning, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 2,655 shares of SUB stock, worth $280,022. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,655
Previous 2,695
1.48%
Holding current value
$280,022
Previous $281,000
-0.0%
% of portfolio
0.18%
Previous 0.19%
Shares
11 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