Beacon Harbor Wealth Advisors, Inc. Ishares Short Term National Mu Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $407 Million
- Q4 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 $1.4 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
13,161
Previous 13,161
-0.0%
Holding current value
$1.4 Million
Previous $1.4 Million
0.72%
% of portfolio
0.34%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
902Shares Held
71.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$826 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$663 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$662 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$372 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.68MShares$284 Million0.38% of portfolio