Able Wealth Management LLC Ishares Tr Transaction History
Able Wealth Management LLC
- $110 Billion
- Q4 2023
A detailed history of Able Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Able Wealth Management LLC holds 176,323 shares of SHV stock, worth $19.5 Million. This represents 17.63% of its overall portfolio holdings.
Number of Shares
176,323Holding current value
$19.5 Million% of portfolio
17.63%Shares
1 transactions
Others Institutions Holding SHV
# of Institutions
714Shares Held
113MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2.01 Billion31.24% of portfolio
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Hansen & Associates Financial Group, Inc. Sacramento, CA11.8MShares$1.31 Billion41.0% of portfolio
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Black Rock Inc. New York, NY7.58MShares$838 Million0.02% of portfolio
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Jpmorgan Chase & CO New York, NY7.3MShares$807 Million0.07% of portfolio
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Morgan Stanley New York, NY5.21MShares$576 Million0.05% of portfolio