Wr Wealth Planners, LLC Ishares Short Term National Mu Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,452 shares of SUB stock, worth $152,779. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,452
Previous 1,421
2.18%
Holding current value
$152,779
Previous $148,000
4.05%
% of portfolio
0.04%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding SUB
# of Institutions
820Shares Held
67.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.99MShares$735 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.04MShares$636 Million1.6% of portfolio
-
Envestnet Asset Management Inc5.98MShares$629 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.6MShares$379 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$265 Million0.38% of portfolio