Heritage Family Offices, LLP Ishares 0 5 Year High Yield CO Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 2024
A detailed history of Heritage Family Offices, LLP transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Heritage Family Offices, LLP holds 26,157 shares of SHYG stock, worth $1.11 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
26,157
Previous 23,261
12.45%
Holding current value
$1.11 Million
Previous $1.01 Billion
10.35%
% of portfolio
0.56%
Previous 0.52%
Shares
3 transactions
Others Institutions Holding SHYG
# of Institutions
591Shares Held
123MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A612.7MShares$539 Million0.11% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO8.6MShares$366 Million1.24% of portfolio
-
Assetmark, Inc8.29MShares$353 Million0.97% of portfolio
-
Personal Capital Advisors Corp8.07MShares$344 Million1.6% of portfolio
-
Grimes & Company, Inc.4.64MShares$197 Million5.76% of portfolio