Fonville Wealth Management LLC Ishares Short Term National Mu Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 2024
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 31,781 shares of SUB stock, worth $3.38 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
31,781
Previous 31,781
-0.0%
Holding current value
$3.38 Million
Previous $3.37 Billion
0.67%
% of portfolio
1.11%
Previous 1.17%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
901Shares Held
71.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$827 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$664 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$664 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$372 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.68MShares$284 Million0.38% of portfolio