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 $153,287. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,452
Previous 1,421
2.18%
Holding current value
$153,287
Previous $148,000
4.05%
% of portfolio
0.04%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding SUB
# of Institutions
826Shares Held
68.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$749 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$666 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$631 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.63MShares$384 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.64MShares$279 Million0.38% of portfolio