Sofi Wealth, LLC Ishares Short Term National Mu Transaction History

Sofi Wealth, LLC

$732 Million
Q4 2024

A detailed history of Sofi Wealth, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Sofi Wealth, LLC holds 1,051 shares of SUB stock, worth $111,216. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,051

Holding current value

$111,216

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$104.94 - $106.2 $110,291 - $111,616	1,051 New	1,051 $110,000

Others Institutions Holding SUB

# of Institutions

872

Shares Held

75.8M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

7.1M
Shares

$751 Million
0.06% of portfolio
Mercer Global Advisors Inc Denver, CO

6.31M
Shares

$668 Million
1.47% of portfolio
Envestnet Asset Management Inc

5.98M
Shares

$632 Million
0.21% of portfolio
Life Planning Partners, Inc

5.97M
Shares

$632 Million
4.65% of portfolio
Morgan Stanley New York, NY

3.63M
Shares

$385 Million
0.03% of portfolio

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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