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 $369,736. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,496
Previous 3,496
-0.0%
Holding current value
$369,736
Previous $366,000
-0.0%
% of portfolio
0.21%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding SUB
# of Institutions
929Shares Held
83.4MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA11MShares$1.16 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC7.03MShares$744 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.57MShares$695 Million1.61% of portfolio
-
Envestnet Asset Management Inc5.27MShares$558 Million0.19% of portfolio
-
Morgan Stanley New York, NY3.3MShares$349 Million0.03% of portfolio