Fonville Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 2024
A detailed history of Fonville Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Fonville Wealth Management LLC holds 3,809 shares of SHY stock, worth $313,823. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,809
Previous 3,445
10.57%
Holding current value
$313,823
Previous $286 Million
9.01%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SHY
# of Institutions
1,289Shares 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$951 Million0.08% of portfolio
-
Captrust Financial Advisors Raleigh, NC9.23MShares$761 Million2.21% of portfolio