Olio Financial Planning Ishares Short Term National Mu Transaction History
Olio Financial Planning
- $267 Million
- Q3 2024
A detailed history of Olio Financial Planning transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Olio Financial Planning holds 2,093 shares of SUB stock, worth $220,811. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,093
Previous 2,093
-0.0%
Holding current value
$220,811
Previous $218,000
1.83%
% of portfolio
0.08%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding SUB
# of Institutions
834Shares Held
69MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$749 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$666 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$630 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.63MShares$383 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.64MShares$279 Million0.38% of portfolio