Total Wealth Planning, LLC Ishares Short Term National Mu Transaction History

Total Wealth Planning, LLC

  • $604 Million
  • Q4 2024

A detailed history of Total Wealth Planning, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Total Wealth Planning, LLC holds 8,311 shares of SUB stock, worth $881,215. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,311
Previous 10,950 24.1%
Holding current value
$881,215
Previous $1.16 Million 24.61%
% of portfolio
0.14%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$104.94 - $106.2 $276,936 - $280,261
-2,639 Reduced 24.1%
8,311 $876,000
Q2 2024

Aug 02, 2024
SELL
$104.04 - $104.8 $153,563 - $154,684
-1,476 Reduced 11.88%
10,950 $1.14 Million
Q1 2024

Apr 18, 2024
SELL
$104.73 - $105.42 $44,196 - $44,487
-422 Reduced 3.28%
12,426 $1.3 Million
Q4 2023

Feb 05, 2024
SELL
$102.62 - $105.46 $235,512 - $242,030
-2,295 Reduced 15.16%
12,848 $1.35 Million
Q3 2023

Nov 08, 2023
BUY
$102.82 - $104.26 $1.56 Million - $1.58 Million
15,143 New
15,143 $1.56 Million

Others Institutions Holding SUB

# of Institutions
900
Shares Held
71.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

SUB Quotes by TradingView
  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
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