Beacon Harbor Wealth Advisors, Inc. Ishares Short Term National Mu Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $420 Million
- Q3 2024
A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 13,161 shares of SUB stock, worth $1.39 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
13,161
Previous 15,661
15.96%
Holding current value
$1.39 Million
Previous $1.64 Million
14.6%
% of portfolio
0.33%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
824Shares Held
67.9MCall 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