Waterway Wealth Management, LLC Ishares Short Term National Mu Transaction History
Waterway Wealth Management, LLC
- $227 Billion
- Q4 2024
A detailed history of Waterway Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 3,330 shares of SUB stock, worth $352,380. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,330
Previous 3,945
15.59%
Holding current value
$352,380
Previous $419 Million
16.15%
% of portfolio
0.15%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding SUB
# of Institutions
872Shares Held
75.8MCall 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