Joel Adams & Associates, Inc. Ishares Short Term National Mu Transaction History
Joel Adams & Associates, Inc.
- $111 Billion
- Q1 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 8,422 shares of SUB stock, worth $887,089. This represents 0.8% of its overall portfolio holdings.
Number of Shares
8,422
Previous 8,390
0.38%
Holding current value
$887,089
Previous $885 Million
0.5%
% of portfolio
0.8%
Previous 0.8%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
906Shares Held
82.3MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA11MShares$1.16 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC7.79MShares$820 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$658 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$658 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$369 Million0.03% of portfolio