Essential Planning, Llc. Ishares Short Term National Mu Transaction History
Essential Planning, Llc.
- $243 Million
- Q3 2024
A detailed history of Essential Planning, Llc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Essential Planning, Llc. holds 2,610 shares of SUB stock, worth $275,589. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,610
Previous 2,610
-0.0%
Holding current value
$275,589
Previous $272,000
1.84%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
840Shares Held
69.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$750 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$667 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$631 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.63MShares$384 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.64MShares$279 Million0.38% of portfolio