Edge Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History
Edge Wealth Management LLC
- $472 Million
- Q4 2024
A detailed history of Edge Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Edge Wealth Management LLC holds 346,597 shares of SHY stock, worth $28.6 Million. This represents 6.02% of its overall portfolio holdings.
Number of Shares
346,597
Previous 355,929
2.62%
Holding current value
$28.6 Million
Previous $29.6 Million
3.99%
% of portfolio
6.02%
Previous 5.96%
Shares
13 transactions
Others Institutions Holding SHY
# of Institutions
1,292Shares Held
238MCall Options Held
359KPut Options Held
44.4K-
Morgan Stanley New York, NY34.5MShares$2.84 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.83 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC15.3MShares$1.26 Billion0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY11.5MShares$952 Million0.08% of portfolio
-
Captrust Financial Advisors Raleigh, NC9.23MShares$761 Million2.21% of portfolio