Stone Point Wealth LLC Ishares Short Term National Mu Transaction History
Stone Point Wealth LLC
- $283 Million
- Q1 2024
A detailed history of Stone Point Wealth LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Stone Point Wealth LLC holds 23,574 shares of SUB stock, worth $2.48 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
23,574
Previous 21,047
12.01%
Holding current value
$2.48 Million
Previous $2.22 Million
11.27%
% of portfolio
0.87%
Previous 0.86%
Shares
10 transactions
Others Institutions Holding SUB
# of Institutions
801Shares Held
67.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.65MShares$699 Million0.07% of portfolio
-
Envestnet Asset Management Inc5.96MShares$626 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO5.35MShares$562 Million1.59% of portfolio
-
Morgan Stanley New York, NY3.62MShares$380 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$265 Million0.4% of portfolio