Wealth Dimensions Group, Ltd. Ishares Short Term National Mu Transaction History
Wealth Dimensions Group, Ltd.
- $394 Million
- Q3 2024
A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 2,035 shares of SUB stock, worth $215,608. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,035
Previous 2,035
-0.0%
Holding current value
$215,608
Previous $212,000
1.89%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
860Shares Held
75.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$752 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$669 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$633 Million0.21% of portfolio
-
Life Planning Partners, Inc5.97MShares$633 Million4.65% of portfolio
-
Morgan Stanley New York, NY3.63MShares$385 Million0.03% of portfolio