Biltmore Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History
Biltmore Wealth Management, LLC
- $242 Million
- Q3 2024
A detailed history of Biltmore Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Biltmore Wealth Management, LLC holds 11,379 shares of SHY stock, worth $930,460. This represents 0.39% of its overall portfolio holdings.
Number of Shares
11,379
Previous 13,199
13.79%
Holding current value
$930,460
Previous $1.08 Million
12.16%
% of portfolio
0.39%
Previous 0.47%
Shares
27 transactions
Others Institutions Holding SHY
# of Institutions
1,212Shares Held
233MCall Options Held
466KPut Options Held
196K-
Morgan Stanley New York, NY37.4MShares$3.06 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.81 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC14MShares$1.14 Billion0.1% of portfolio
-
Captrust Financial Advisors Raleigh, NC8.47MShares$692 Million2.13% of portfolio
-
Jpmorgan Chase & CO New York, NY7.81MShares$639 Million0.05% of portfolio