Tobias Financial Advisors, Inc. Ishares Short Term National Mu Transaction History
Tobias Financial Advisors, Inc.
- $499 Million
- Q1 2025
A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 45,946 shares of SUB stock, worth $4.9 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
45,946
Previous 35,189
30.57%
Holding current value
$4.9 Million
Previous $3.71 Million
30.72%
% of portfolio
0.97%
Previous 0.77%
Shares
10 transactions
Others Institutions Holding SUB
# of Institutions
942Shares Held
73.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.03MShares$749 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.57MShares$701 Million1.61% of portfolio
-
Envestnet Asset Management Inc5.27MShares$562 Million0.19% of portfolio
-
Morgan Stanley New York, NY3.3MShares$352 Million0.03% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.13MShares$334 Million1.03% of portfolio