Wealth Dimensions Group, Ltd. Ishares Short Term National Mu Transaction History
Wealth Dimensions Group, Ltd.
- $452 Million
- Q2 2025
A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 2,035 shares of SUB stock, worth $217,358. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,035
Previous 2,035
-0.0%
Holding current value
$217,358
Previous $214,000
0.93%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
952Shares Held
80.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$772 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.9MShares$737 Million1.52% of portfolio
-
Morgan Stanley New York, NY6.37MShares$680 Million0.05% of portfolio
-
Envestnet Asset Management Inc5.5MShares$588 Million0.18% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.41MShares$364 Million0.95% of portfolio