Financial Plan, Inc. Ishares Short Term National Mu Transaction History
Financial Plan, Inc.
- $871 Billion
- Q4 2025
A detailed history of Financial Plan, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Financial Plan, Inc. holds 32,714 shares of SUB stock, worth $3.48 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
32,714Holding current value
$3.48 Million% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding SUB
# of Institutions
957Shares Held
76.8MCall 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