Fonville Wealth Management LLC Ishares Short Term National Mu Transaction History
Fonville Wealth Management LLC
- $489 Billion
- Q4 2025
A detailed history of Fonville Wealth Management LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Fonville Wealth Management LLC holds 29,878 shares of SUB stock, worth $3.18 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
29,878
Previous 28,469
4.95%
Holding current value
$3.18 Million
Previous $3.04 Billion
4.87%
% of portfolio
0.65%
Previous 0.68%
Shares
8 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