49 Wealth Management, LLC Ishares Tr Transaction History
49 Wealth Management, LLC
- $614 Billion
- Q3 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 23,048 shares of SHV stock, worth $2.54 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
23,048
Previous 50,837
54.66%
Holding current value
$2.54 Million
Previous $5.59 Billion
54.43%
% of portfolio
0.42%
Previous 1.1%
Shares
4 transactions
Others Institutions Holding SHV
# of Institutions
725Shares Held
103MCall Options Held
3.8KPut Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2 Billion31.24% of portfolio
-
Jpmorgan Chase & CO New York, NY9.03MShares$994 Million0.08% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$835 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.26MShares$689 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA3.71MShares$409 Million0.09% of portfolio