Wingate Wealth Advisors, Inc. Ishares Short Term National Mu Transaction History
Wingate Wealth Advisors, Inc.
- $144 Billion
- Q3 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 5,434 shares of SUB stock, worth $578,775. This represents 0.4% of its overall portfolio holdings.
Number of Shares
5,434
Previous 5,477
0.79%
Holding current value
$578,775
Previous $582 Million
0.39%
% of portfolio
0.4%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding SUB
# of Institutions
950Shares 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