Accurate Wealth Management, LLC Ishares Short Term National Mu Transaction History
Accurate Wealth Management, LLC
- $486 Million
- Q4 2024
A detailed history of Accurate Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 5,351 shares of SUB stock, worth $564,476. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,351
Previous 5,072
5.5%
Holding current value
$564,476
Previous $538,000
4.83%
% of portfolio
0.12%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding SUB
# of Institutions
903Shares Held
71.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$822 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