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 $312,680. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,809
Previous 3,445
10.57%
Holding current value
$312,680
Previous $286 Million
9.01%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SHY
# of Institutions
1,231Shares Held
241MCall Options Held
466KPut Options Held
196K-
Morgan Stanley New York, NY37.4MShares$3.07 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.82 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC14MShares$1.15 Billion0.1% of portfolio
-
Captrust Financial Advisors Raleigh, NC8.47MShares$695 Million2.13% of portfolio
-
Jpmorgan Chase & CO New York, NY7.81MShares$641 Million0.05% of portfolio