Olio Financial Planning Ishares Short Term National Mu Transaction History
Olio Financial Planning
- $250 Million
- Q1 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 $219,137. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,093
Previous 2,108
0.71%
Holding current value
$219,137
Previous $222,000
1.35%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding SUB
# of Institutions
804Shares Held
67.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.65MShares$696 Million0.07% of portfolio
-
Envestnet Asset Management Inc5.96MShares$624 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO5.35MShares$560 Million1.59% of portfolio
-
Morgan Stanley New York, NY3.62MShares$379 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$264 Million0.4% of portfolio