First Purpose Wealth LLC Ishares 0 5 Year High Yield CO Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, First Purpose Wealth LLC holds 33,009 shares of SHYG stock, worth $1.41 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
33,009
Previous 33,564
1.65%
Holding current value
$1.41 Million
Previous $1.42 Million
0.92%
% of portfolio
0.51%
Previous 0.55%
Shares
10 transactions
Others Institutions Holding SHYG
# of Institutions
557Shares Held
125MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A612.3MShares$526 Million0.11% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO8.11MShares$346 Million1.19% of portfolio
-
Personal Capital Advisors Corp8.07MShares$345 Million1.6% of portfolio
-
Assetmark, Inc7.73MShares$330 Million0.96% of portfolio
-
Bramshill Investments, LLC Naples, FL6.68MShares$285 Million32.07% of portfolio