Dopkins Wealth Management, LLC Ishares Short Term National Mu Transaction History
Dopkins Wealth Management, LLC
- $189 Million
- Q4 2024
A detailed history of Dopkins Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 2,484 shares of SUB stock, worth $262,037. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,484
Previous 2,484
-0.0%
Holding current value
$262,037
Previous $263,000
0.38%
% of portfolio
0.14%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding SUB
# of Institutions
903Shares Held
71.3MCall 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