One Wealth Management Investment & Advisory Services, LLC Ishares Short Term National Mu Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $251 Billion
- Q2 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 4,816 shares of SUB stock, worth $508,136. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,816
Previous 4,790
0.54%
Holding current value
$508,136
Previous $502 Million
0.37%
% of portfolio
0.2%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
824Shares Held
67.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.99MShares$737 Million0.07% of portfolio
-
Envestnet Asset Management Inc6.19MShares$653 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.04MShares$637 Million1.6% of portfolio
-
Morgan Stanley New York, NY3.6MShares$380 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$266 Million0.38% of portfolio