Heritage Wealth Partners, LLC Ishares Short Term National Mu Transaction History
Heritage Wealth Partners, LLC
- $79.7 Billion
- Q4 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 7,407 shares of SUB stock, worth $779,216. This represents 0.98% of its overall portfolio holdings.
Number of Shares
7,407
Previous 7,555
1.96%
Holding current value
$779,216
Previous $802 Million
2.61%
% of portfolio
0.98%
Previous 0.94%
Shares
7 transactions
Others Institutions Holding SUB
# of Institutions
906Shares Held
82.3MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA11MShares$1.15 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC7.79MShares$819 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$658 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$657 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$369 Million0.03% of portfolio