Wealth Effects LLC Ishares Short Term National Mu Transaction History
Wealth Effects LLC
- $268 Million
- Q3 2025
A detailed history of Wealth Effects LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Wealth Effects LLC holds 3,243 shares of SUB stock, worth $345,411. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,243
Previous 2,437
33.07%
Holding current value
$345,411
Previous $259,000
33.59%
% of portfolio
0.13%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
949Shares Held
75.7MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO7.77MShares$827 Million1.41% of portfolio
-
Bank Of America Corp Charlotte, NC7.53MShares$802 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.49MShares$691 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA2.75MShares$293 Million0.33% of portfolio
-
Creative Planning Overland Park, KS2.75MShares$293 Million0.23% of portfolio