Stewardship Advisors, LLC Ishares Short Term National Mu Transaction History
Stewardship Advisors, LLC
- $341 Million
- Q4 2024
A detailed history of Stewardship Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Stewardship Advisors, LLC holds 6,336 shares of SUB stock, worth $671,299. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,336
Previous 5,449
16.28%
Holding current value
$671,299
Previous $578,000
15.57%
% of portfolio
0.2%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
855Shares Held
75.1MCall 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