Investment Planning Advisors, Inc. Ishares Short Term National Mu Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 4,374 shares of SUB stock, worth $460,450. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,374
Previous 4,374
-0.0%
Holding current value
$460,450
Previous $457 Million
99.9%
% of portfolio
0.25%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding SUB
# of Institutions
827Shares Held
68.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$747 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$665 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$629 Million0.21% of portfolio
-
Morgan Stanley New York, NY3.63MShares$383 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.64MShares$278 Million0.38% of portfolio