Holistic Planning, LLC Ishares 0 5 Year High Yield CO Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Holistic Planning, LLC holds 14,103 shares of SHYG stock, worth $604,313. This represents 0.22% of its overall portfolio holdings.
Number of Shares
14,103Holding current value
$604,313% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding SHYG
# of Institutions
590Shares Held
123MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A612.7MShares$543 Million0.11% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO8.6MShares$369 Million1.24% of portfolio
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Assetmark, Inc8.29MShares$355 Million0.97% of portfolio
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Personal Capital Advisors Corp8.07MShares$346 Million1.6% of portfolio
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Grimes & Company, Inc.4.64MShares$199 Million5.76% of portfolio