Sheets Smith Wealth Management Ishares Short Term National Mu Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 2024
A detailed history of Sheets Smith Wealth Management transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Sheets Smith Wealth Management holds 125,087 shares of SUB stock, worth $13.2 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
125,087
Previous 127,855
2.16%
Holding current value
$13.2 Million
Previous $13.6 Million
2.81%
% of portfolio
1.64%
Previous 1.68%
Shares
23 transactions
Others Institutions Holding SUB
# of Institutions
905Shares Held
82.3MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA11MShares$1.15 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC7.79MShares$819 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$658 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$657 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$369 Million0.03% of portfolio