Peninsula Wealth, LLC Ishares Short Term National Mu Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 2024
A detailed history of Peninsula Wealth, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Peninsula Wealth, LLC holds 5,293 shares of SUB stock, worth $565,345. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,293
Previous 5,352
1.1%
Holding current value
$565,345
Previous $568,000
1.76%
% of portfolio
0.1%
Previous 0.1%
Shares
13 transactions
Others Institutions Holding SUB
# of Institutions
953Shares Held
80.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$772 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.9MShares$737 Million1.52% of portfolio
-
Morgan Stanley New York, NY6.37MShares$680 Million0.05% of portfolio
-
Envestnet Asset Management Inc5.5MShares$588 Million0.18% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.41MShares$364 Million0.95% of portfolio