Private Wealth Asset Management, LLC Ishares Short Term National Mu Transaction History
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 2,600 shares of SUB stock, worth $277,368. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,600
Previous 1,475
76.27%
Holding current value
$277,368
Previous $156 Million
77.51%
% of portfolio
0.04%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
953Shares Held
80.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$771 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.9MShares$736 Million1.52% of portfolio
-
Morgan Stanley New York, NY6.37MShares$680 Million0.05% of portfolio
-
Envestnet Asset Management Inc5.5MShares$587 Million0.18% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.41MShares$364 Million0.95% of portfolio