Total Wealth Planning, LLC Ishares Short Term National Mu Transaction History
Total Wealth Planning, LLC
- $604 Million
- Q4 2024
A detailed history of Total Wealth Planning, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Total Wealth Planning, LLC holds 8,311 shares of SUB stock, worth $876,727. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,311
Previous 10,950
24.1%
Holding current value
$876,727
Previous $1.16 Million
24.61%
% of portfolio
0.14%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding SUB
# of Institutions
903Shares Held
71.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$822 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