Certus Wealth Management, LLC Ishares Short Term National Mu Transaction History
Certus Wealth Management, LLC
- $144 Million
- Q4 2024
A detailed history of Certus Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Certus Wealth Management, LLC holds 10,723 shares of SUB stock, worth $1.13 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
10,723
Previous 12,007
10.69%
Holding current value
$1.13 Million
Previous $1.28 Million
11.29%
% of portfolio
0.78%
Previous 0.9%
Shares
7 transactions
Others Institutions Holding SUB
# of Institutions
902Shares Held
71.2MCall 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