Total Wealth Planning, LLC Ishares Short Term National Mu Transaction History
Total Wealth Planning, LLC
- $611 Million
- Q1 2025
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 8,371 shares of SUB stock, worth $880,629. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,371
Previous 8,311
0.72%
Holding current value
$880,629
Previous $876,000
0.8%
% of portfolio
0.14%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding SUB
# of Institutions
905Shares 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