Ml & R Wealth Management LLC Ishares Short Term National Mu Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
A detailed history of Ml & R Wealth Management LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 2,186 shares of SUB stock, worth $230,601. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,186
Previous 6,538
66.56%
Holding current value
$230,601
Previous $689,000
66.91%
% of portfolio
0.05%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding SUB
# of Institutions
903Shares Held
71.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$822 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$659 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$659 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$370 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.68MShares$282 Million0.38% of portfolio