Total Wealth Planning, LLC Ishares Short Term National Mu Transaction History
Total Wealth Planning, LLC
- $556 Million
- Q1 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 12,426 shares of SUB stock, worth $1.3 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
12,426
Previous 12,848
3.28%
Holding current value
$1.3 Million
Previous $1.35 Million
3.91%
% of portfolio
0.23%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
803Shares Held
67.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.65MShares$694 Million0.07% of portfolio
-
Envestnet Asset Management Inc5.96MShares$622 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO5.35MShares$558 Million1.59% of portfolio
-
Morgan Stanley New York, NY3.62MShares$378 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$263 Million0.4% of portfolio