Essential Planning, Llc. Ishares Short Term National Mu Transaction History
Essential Planning, Llc.
- $15 Billion
- Q4 2024
A detailed history of Essential Planning, Llc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Essential Planning, Llc. holds 169,650 shares of SUB stock, worth $17.9 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
169,650
Previous 2,610
6400.0%
Holding current value
$17.9 Million
Previous $277,000
6359.93%
% of portfolio
0.12%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
902Shares Held
71.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$821 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$659 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$659 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$370 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.68MShares$282 Million0.38% of portfolio