Fulcrum Equity Management Ishares 0 5 Year High Yield CO Transaction History
Fulcrum Equity Management
- $108 Million
- Q2 2024
A detailed history of Fulcrum Equity Management transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Fulcrum Equity Management holds 7,816 shares of SHYG stock, worth $336,556. This represents 0.31% of its overall portfolio holdings.
Number of Shares
7,816
Previous 8,079
3.26%
Holding current value
$336,556
Previous $343,000
4.08%
% of portfolio
0.31%
Previous 0.42%
Shares
3 transactions
Others Institutions Holding SHYG
# of Institutions
545Shares Held
126MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A611.7MShares$503 Million0.12% of portfolio
-
Bramshill Investments, LLC Naples, FL9.52MShares$410 Million44.12% of portfolio
-
Personal Capital Advisors Corp8.07MShares$348 Million1.6% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO7.73MShares$333 Million1.21% of portfolio
-
Assetmark, Inc7.06MShares$304 Million0.93% of portfolio