Foundations Investment Advisors, LLC Ishares Short Term National Mu Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 4,589 shares of SUB stock, worth $486,204. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,589
Previous 2,288
100.57%
Holding current value
$486,204
Previous $242,000
100.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
860Shares Held
75.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$752 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$669 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$633 Million0.21% of portfolio
-
Life Planning Partners, Inc5.97MShares$633 Million4.65% of portfolio
-
Morgan Stanley New York, NY3.63MShares$385 Million0.03% of portfolio