Lummis Asset Management, LP Ishares Barclays 1 3 Year Trea Transaction History
Lummis Asset Management, LP
- $78.9 Billion
- Q4 2024
A detailed history of Lummis Asset Management, LP transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Lummis Asset Management, LP holds 1,595 shares of SHY stock, worth $131,013. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,595
Previous 1,595
-0.0%
Holding current value
$131,013
Previous $133 Million
1.41%
% of portfolio
0.17%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding SHY
# of Institutions
1,230Shares Held
233MCall Options Held
466KPut Options Held
196K-
Morgan Stanley New York, NY37.4MShares$3.07 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.82 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC14MShares$1.15 Billion0.1% of portfolio
-
Captrust Financial Advisors Raleigh, NC8.47MShares$695 Million2.13% of portfolio
-
Jpmorgan Chase & CO New York, NY7.81MShares$642 Million0.05% of portfolio