Investment Planning Advisors, Inc. Ishares Short Term National Mu Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 4,374 shares of SUB stock, worth $461,325. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,374
Previous 4,374
-0.0%
Holding current value
$461,325
Previous $457 Million
99.9%
% of portfolio
0.25%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding SUB
# of Institutions
821Shares Held
67.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.99MShares$737 Million0.07% of portfolio
-
Envestnet Asset Management Inc6.19MShares$653 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.04MShares$637 Million1.6% of portfolio
-
Morgan Stanley New York, NY3.6MShares$380 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$266 Million0.38% of portfolio