Wescott Financial Advisory Group, LLC Ishares Short Term National Mu Transaction History
Wescott Financial Advisory Group, LLC
- $995 Million
- Q3 2025
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 14,014 shares of SUB stock, worth $1.49 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
14,014
Previous 13,935
0.57%
Holding current value
$1.49 Million
Previous $1.48 Million
1.01%
% of portfolio
0.15%
Previous 0.16%
Shares
15 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