Wealthstream Advisors, Inc. Ishares Short Term National Mu Transaction History
Wealthstream Advisors, Inc.
- $255 Million
- Q1 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 2,494 shares of SUB stock, worth $261,919. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,494
Previous 2,285
9.15%
Holding current value
$261,919
Previous $240,000
8.75%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
797Shares Held
67.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.65MShares$698 Million0.07% of portfolio
-
Envestnet Asset Management Inc5.96MShares$626 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO5.35MShares$561 Million1.59% of portfolio
-
Morgan Stanley New York, NY3.62MShares$380 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$264 Million0.4% of portfolio