Whalen Wealth Management Inc. Ishares 0 5 Year High Yield CO Transaction History
Whalen Wealth Management Inc.
- $141 Billion
- Q3 2024
A detailed history of Whalen Wealth Management Inc. transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 23,889 shares of SHYG stock, worth $1.02 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
23,889
Previous 142,217
83.2%
Holding current value
$1.02 Million
Previous $6 Billion
82.72%
% of portfolio
0.73%
Previous 4.76%
Shares
3 transactions
Others Institutions Holding SHYG
# of Institutions
557Shares Held
125MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A612.3MShares$524 Million0.11% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO8.11MShares$345 Million1.19% of portfolio
-
Personal Capital Advisors Corp8.07MShares$344 Million1.6% of portfolio
-
Assetmark, Inc7.73MShares$329 Million0.96% of portfolio
-
Bramshill Investments, LLC Naples, FL6.68MShares$285 Million32.07% of portfolio