Sage View Advisory Group, LLC Ishares Short Term National Mu Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 41,331 shares of SUB stock, worth $4.38 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
41,331
Previous 45,557
9.28%
Holding current value
$4.38 Million
Previous $4.76 Billion
7.85%
% of portfolio
0.22%
Previous 0.22%
Shares
8 transactions
Others Institutions Holding SUB
# of Institutions
866Shares Held
75.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$752 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$669 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$633 Million0.21% of portfolio
-
Life Planning Partners, Inc5.97MShares$633 Million4.65% of portfolio
-
Morgan Stanley New York, NY3.63MShares$385 Million0.03% of portfolio