Discipline Wealth Solutions, LLC Ishares Short Term National Mu Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 8,437 shares of SUB stock, worth $898,624. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,437
Previous 6,894
22.38%
Holding current value
$898,624
Previous $733,000
22.78%
% of portfolio
0.25%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
949Shares Held
75.7MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO7.77MShares$827 Million1.41% of portfolio
-
Bank Of America Corp Charlotte, NC7.53MShares$802 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.49MShares$691 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA2.75MShares$293 Million0.33% of portfolio
-
Creative Planning Overland Park, KS2.75MShares$293 Million0.23% of portfolio