Napa Wealth Management Ishares Short Term National Mu Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
A detailed history of Napa Wealth Management transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Napa Wealth Management holds 2,473 shares of SUB stock, worth $261,692. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,473
Previous 4,522
45.31%
Holding current value
$261,692
Previous $473 Million
44.45%
% of portfolio
0.12%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
860Shares Held
75.5MCall 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$385 Million0.03% of portfolio