Juncture Wealth Strategies, LLC Ishares Short Term National Mu Transaction History
Juncture Wealth Strategies, LLC
- $298 Million
- Q3 2025
A detailed history of Juncture Wealth Strategies, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 17,571 shares of SUB stock, worth $1.88 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
17,571
Previous 16,061
9.4%
Holding current value
$1.88 Million
Previous $1.71 Million
9.9%
% of portfolio
0.63%
Previous 0.61%
Shares
33 transactions
Others Institutions Holding SUB
# of Institutions
952Shares Held
80.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$772 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.9MShares$737 Million1.52% of portfolio
-
Morgan Stanley New York, NY6.37MShares$680 Million0.05% of portfolio
-
Envestnet Asset Management Inc5.5MShares$588 Million0.18% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.41MShares$364 Million0.95% of portfolio