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 $563,636. This represents 0.55% of its overall portfolio holdings.
Number of Shares
5,277
Previous 5,060
4.29%
Holding current value
$563,636
Previous $534,000
4.12%
% of portfolio
0.55%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
942Shares Held
74.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.03MShares$751 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.57MShares$702 Million1.61% of portfolio
-
Envestnet Asset Management Inc5.5MShares$588 Million0.18% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.41MShares$364 Million0.95% of portfolio
-
Morgan Stanley New York, NY3.3MShares$353 Million0.03% of portfolio