Michael A. Dubis Financial Planning, LLC Ishares Short Term National Mu Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 5,277 shares of SUB stock, worth $562,844. This represents 0.55% of its overall portfolio holdings.
Number of Shares
5,277
Previous 5,060
4.29%
Holding current value
$562,844
Previous $534,000
4.12%
% of portfolio
0.55%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
952Shares Held
80.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$771 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.9MShares$736 Million1.52% of portfolio
-
Morgan Stanley New York, NY6.37MShares$680 Million0.05% of portfolio
-
Envestnet Asset Management Inc5.5MShares$587 Million0.18% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.41MShares$364 Million0.95% of portfolio