Fonville Wealth Management LLC Ishares Short Term National Mu Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 2024
A detailed history of Fonville Wealth Management LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Fonville Wealth Management LLC holds 31,781 shares of SUB stock, worth $3.36 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
31,781
Previous 31,781
-0.0%
Holding current value
$3.36 Million
Previous $3.37 Billion
0.67%
% of portfolio
1.11%
Previous 1.17%
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