Wingate Wealth Advisors, Inc. Ishares Short Term National Mu Transaction History
Wingate Wealth Advisors, Inc.
- $144 Billion
- Q3 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 5,434 shares of SUB stock, worth $580,405. This represents 0.4% of its overall portfolio holdings.
Number of Shares
5,434
Previous 5,477
0.79%
Holding current value
$580,405
Previous $582 Million
0.39%
% of portfolio
0.4%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
955Shares Held
80.5MCall 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