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 $370,016. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,496
Previous 3,496
-0.0%
Holding current value
$370,016
Previous $366,000
-0.0%
% of portfolio
0.21%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding SUB
# of Institutions
811Shares Held
68.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.99MShares$740 Million0.07% of portfolio
-
Envestnet Asset Management Inc6.19MShares$655 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.04MShares$639 Million1.6% of portfolio
-
Morgan Stanley New York, NY3.6MShares$381 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$267 Million0.38% of portfolio