Wingate Wealth Advisors, Inc. Ishares Short Term National Mu Transaction History
Wingate Wealth Advisors, Inc.
- $86.9 Billion
- Q1 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 6,072 shares of SUB stock, worth $647,275. This represents 0.74% of its overall portfolio holdings.
Number of Shares
6,072
Previous 6,238
2.66%
Holding current value
$647,275
Previous $658 Million
2.55%
% of portfolio
0.74%
Previous 0.65%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
942Shares Held
73.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.03MShares$749 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.57MShares$701 Million1.61% of portfolio
-
Envestnet Asset Management Inc5.27MShares$562 Million0.19% of portfolio
-
Morgan Stanley New York, NY3.3MShares$352 Million0.03% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.13MShares$334 Million1.03% of portfolio