Willow Creek Wealth Management Inc. Ishares Short Term National Mu Transaction History
Willow Creek Wealth Management Inc.
- $782 Million
- Q4 2023
A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 311,250 shares of SUB stock, worth $32.9 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
311,250
Previous 277,859
12.02%
Holding current value
$32.9 Million
Previous $28.6 Million
14.82%
% of portfolio
4.2%
Previous 4.31%
Shares
5 transactions
Others Institutions Holding SUB
# of Institutions
848Shares Held
69.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$751 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$668 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$632 Million0.21% of portfolio
-
Life Planning Partners, Inc5.97MShares$632 Million4.65% of portfolio
-
Morgan Stanley New York, NY3.63MShares$384 Million0.03% of portfolio