Wealth Dimensions Group, Ltd. Ishares Short Term National Mu Transaction History
Wealth Dimensions Group, Ltd.
- $408 Million
- Q4 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 $215,201. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,035
Previous 2,035
-0.0%
Holding current value
$215,201
Previous $216,000
0.93%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
901Shares Held
71.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$824 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$371 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.68MShares$283 Million0.38% of portfolio