Levy Wealth Management Group, LLC Ishares Short Term National Mu Transaction History
Levy Wealth Management Group, LLC
- $390 Million
- Q2 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 3,695 shares of SUB stock, worth $392,778. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,695
Previous 4,915
24.82%
Holding current value
$392,778
Previous $514,000
24.9%
% of portfolio
0.1%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding SUB
# of Institutions
812Shares Held
68.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.99MShares$743 Million0.07% of portfolio
-
Envestnet Asset Management Inc6.19MShares$658 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.04MShares$642 Million1.6% of portfolio
-
Morgan Stanley New York, NY3.6MShares$383 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$268 Million0.38% of portfolio