Foundation Wealth Management, Llc\Pa Ishares Short Term National Mu Transaction History
Foundation Wealth Management, Llc\Pa
- $258 Billion
- Q3 2025
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 1,949 shares of SUB stock, worth $207,587. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,949
Previous 2,367
17.66%
Holding current value
$207,587
Previous $252 Million
17.32%
% of portfolio
0.08%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
949Shares Held
75.7MCall 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