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 $561,957. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,293
Previous 5,352
1.1%
Holding current value
$561,957
Previous $568,000
1.76%
% of portfolio
0.1%
Previous 0.1%
Shares
13 transactions
Others Institutions Holding SUB
# of Institutions
929Shares Held
83.4MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA11MShares$1.16 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC7.03MShares$746 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.57MShares$698 Million1.61% of portfolio
-
Envestnet Asset Management Inc5.27MShares$560 Million0.19% of portfolio
-
Morgan Stanley New York, NY3.3MShares$351 Million0.03% of portfolio