Towerpoint Wealth, LLC Ishares Short Term National Mu Transaction History
Towerpoint Wealth, LLC
- $197 Million
- Q1 2024
A detailed history of Towerpoint Wealth, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 4,539 shares of SUB stock, worth $474,143. This represents 0.24% of its overall portfolio holdings.
Number of Shares
4,539
Previous 6,997
35.13%
Holding current value
$474,143
Previous $737,000
35.55%
% of portfolio
0.24%
Previous 0.4%
Shares
6 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