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 $562,053. This represents 0.55% of its overall portfolio holdings.
Number of Shares
5,277
Previous 5,060
4.29%
Holding current value
$562,053
Previous $534,000
4.12%
% of portfolio
0.55%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
949Shares Held
75.7MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO7.77MShares$827 Million1.41% of portfolio
-
Bank Of America Corp Charlotte, NC7.53MShares$802 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.49MShares$691 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA2.75MShares$293 Million0.33% of portfolio
-
Creative Planning Overland Park, KS2.75MShares$293 Million0.23% of portfolio