Daymark Wealth Partners, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Daymark Wealth Partners, LLC
- $2.95 Billion
- Q3 2024
A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 33,363 shares of IEI stock, worth $3.87 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
33,363
Previous 32,391
3.0%
Holding current value
$3.87 Million
Previous $3.74 Million
6.68%
% of portfolio
0.14%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding IEI
# of Institutions
736Shares Held
84MCall Options Held
144KPut Options Held
1.79M-
Jpmorgan Chase & CO New York, NY9.4MShares$1.09 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.69MShares$660 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.25MShares$494 Million1.09% of portfolio
-
Envestnet Asset Management Inc3.83MShares$445 Million0.16% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.77MShares$438 Million0.08% of portfolio