Wealth Effects LLC Ishares Short Term National Mu Transaction History

Wealth Effects LLC

$255 Million
Q4 2024

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 2,662 shares of SUB stock, worth $281,080. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,662

Holding current value

$281,080

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$104.94 - $106.2 $279,350 - $282,704	2,662 New	2,662 $280,000

Others Institutions Holding SUB

# of Institutions

840

Shares Held

69.2M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

7.1M
Shares

$750 Million
0.06% of portfolio
Mercer Global Advisors Inc Denver, CO

6.31M
Shares

$667 Million
1.47% of portfolio
Envestnet Asset Management Inc

5.98M
Shares

$631 Million
0.21% of portfolio
Morgan Stanley New York, NY

3.63M
Shares

$384 Million
0.03% of portfolio
Sei Investments CO Oaks, PA

2.64M
Shares

$279 Million
0.38% of portfolio

View Full List

About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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