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 $367,604. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,496
Previous 3,496
-0.0%
Holding current value
$367,604
Previous $366,000
-0.0%
% of portfolio
0.21%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding SUB
# of Institutions
827Shares Held
68.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$746 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$664 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$628 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.63MShares$382 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.64MShares$278 Million0.38% of portfolio