49 Wealth Management, LLC Ishares Tr Transaction History
49 Wealth Management, LLC
- $507 Billion
- Q2 2024
A detailed history of 49 Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, 49 Wealth Management, LLC holds 50,837 shares of SHV stock, worth $5.62 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
50,837
Previous 199,121
74.47%
Holding current value
$5.62 Million
Previous $21.9 Billion
74.47%
% of portfolio
1.1%
Previous 4.7%
Shares
3 transactions
Others Institutions Holding SHV
# of Institutions
711Shares Held
113MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
-
Hansen & Associates Financial Group, Inc. Sacramento, CA11.8MShares$1.31 Billion41.0% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$838 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY7.3MShares$807 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.21MShares$576 Million0.05% of portfolio