Waller Financial Planning Group, Inc Ishares Short Term National Mu Transaction History
Waller Financial Planning Group, Inc
- $372 Million
- Q2 2024
A detailed history of Waller Financial Planning Group, Inc transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 3,972 shares of SUB stock, worth $414,915. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,972
Previous 4,214
5.74%
Holding current value
$414,915
Previous $441,000
5.9%
% of portfolio
0.11%
Previous 0.12%
Shares
23 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