Lake Point Wealth Management Ishares Short Term National Mu Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Lake Point Wealth Management holds 3,496 shares of SUB stock, worth $369,771. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,496
Previous 3,496
-0.0%
Holding current value
$369,771
Previous $366,000
-0.0%
% of portfolio
0.21%
Previous 0.17%
Shares
6 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
-
Morgan Stanley New York, NY3.63MShares$384 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.64MShares$280 Million0.38% of portfolio