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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$104.3 - $106.3 $260,750 - $265,750
-2,500 Reduced 15.96%
13,161 $1.4 Million
Q2 2023

Aug 11, 2023

SELL
$103.24 - $105.0 $61,944 - $63,000
-600 Reduced 3.69%
15,661 $1.63 Million
Q4 2022

Feb 10, 2023

BUY
$102.5 - $104.49 $1.67 Million - $1.7 Million
16,261 New
16,261 $1.7 Million

Others Institutions Holding SUB

About ISHARES SHORT-TERM NATIONAL MU


  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
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