Modern Wealth Management, LLC Ishares Short Term National Mu Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,588 shares of SUB stock, worth $589,422. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,588
Previous 3,327
67.96%
Holding current value
$589,422
Previous $353 Million
67.5%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
902Shares Held
71.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$821 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$659 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$659 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$370 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.68MShares$282 Million0.38% of portfolio