Legacy Financial Strategies, LLC Ishares Short Term National Mu Transaction History
Legacy Financial Strategies, LLC
- $409 Million
- Q2 2024
A detailed history of Legacy Financial Strategies, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 3,579 shares of SUB stock, worth $376,260. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,579
Previous 3,829
6.53%
Holding current value
$376,260
Previous $401,000
6.73%
% of portfolio
0.09%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding SUB
# of Institutions
798Shares Held
67.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.65MShares$699 Million0.07% of portfolio
-
Envestnet Asset Management Inc5.96MShares$626 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO5.35MShares$562 Million1.59% of portfolio
-
Morgan Stanley New York, NY3.62MShares$380 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$265 Million0.4% of portfolio