Peninsula Wealth, LLC Ishares Short Term National Mu Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 2024
A detailed history of Peninsula Wealth, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Peninsula Wealth, LLC holds 5,293 shares of SUB stock, worth $559,628. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,293
Previous 5,352
1.1%
Holding current value
$559,628
Previous $568,000
1.76%
% of portfolio
0.1%
Previous 0.1%
Shares
13 transactions
Others Institutions Holding SUB
# of Institutions
901Shares Held
71.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$823 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$661 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$661 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$370 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.68MShares$283 Million0.38% of portfolio