One Wealth Management Investment & Advisory Services, LLC Ishares Short Term National Mu Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $244 Billion
- Q1 2024
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 4,790 shares of SUB stock, worth $501,129. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,790
Previous 4,252
12.65%
Holding current value
$501,129
Previous $448 Million
11.91%
% of portfolio
0.21%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
805Shares Held
67.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.65MShares$695 Million0.07% of portfolio
-
Envestnet Asset Management Inc5.96MShares$623 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO5.35MShares$559 Million1.59% of portfolio
-
Morgan Stanley New York, NY3.62MShares$378 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$263 Million0.4% of portfolio